Description
Join RBC Wealth Management as a Branch Service Manager (BSM) and help clients thrive and communities prosper. You will play a key role in overseeing branch staff and operations, ensuring a smooth and efficient work environment.
Responsibilities:
- Oversee branch staff and operations to keep the branch running smoothly
- Onboard new accounts and ensure accurate recording of securities and coupons
- Build and maintain professional relationships with clients
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACH's in a timely manner
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 and a mindset for efficiency and effectiveness
Nice-to-haves:
- Bachelor's degree or job-related experience
- Supervisory experience
What's in it for you?
- 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
- Flexible work/life balance options
- Opportunities to do challenging work and take on progressively greater accountabilities
Salary Range: $47,000 - $80,000 per year
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