Branch Service Manager (BSM)

Join RBC Wealth Management as a Branch Service Manager (BSM) and help clients thrive and communities prosper. As a player-coach role, you will act as the primary liaison between the Complex management team and the branch on operational matters. Your goal will be to model, encourage, and develop a positive and productive work environment to foster a strong team culture within the branch.

Responsibilities:

• Oversee branch staff and operations to keep the branch running smoothly, including onboarding, training, and motivating branch staff.
• Ensure effective communication of all policy and procedural changes and other issues that impact branch employees and their ability to perform their jobs.
• Onboard new accounts, accurately record all securities and/or coupons received from clients, and ensure they are credited to the proper accounts.
• Oversee cage activities to ensure transactions are processed in a timely manner.
• Build and maintain professional relationships with clients by assisting them and answering account questions.

Requirements:

• 3+ years of financial services experience with a solid knowledge of industry rules and regulations.
• Strong written and verbal communication and computer skills.
• Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months.
• Attention to detail coupled with the mindset of how to make the branch more efficient and effective.

Nice-to-have:

• Bachelor’s degree or job-related experience.
• Supervisory experience.

What’s in it for you:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work and take on progressively greater accountabilities.
• Access to a variety of job opportunities across the business.

The good-faith expected salary range for this position is $50,000 - $80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.