Branch Operations & Client Services Lead

RBC; Glastonbury (CT); On-site; USD 50,000 - 94,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Training & development

Discretionary pay

Job summary

RBC Wealth Management in Glastonbury, CT is seeking a Branch Service Manager / Client Associate to keep the branch running smoothly and serve clients. You will oversee staff, manage correspondence and account maintenance, and support Financial Advisors by coordinating meetings and client events.

You will help with training, branch expenses and onboarding while ensuring accurate, timely processing of trades and client inquiries. Strong communication and compliance focus are essential.

Qualifications

• Bachelor’s degree or job related experience.
• 3+ years of financial services experience with knowledge of industry rules.
• Strong written and verbal communication and computer skills.
• Series 7 and 66 (or 63/65) or ability to obtain within 12 months.
• Attention to detail and efficiency improvement mindset.

Responsibilities

• Oversee branch staff and operations, onboarding and staff motivation.
• Communicate policy and procedural changes effectively.
• Onboard new accounts and ensure accurate recording and transmission of securities.
• Oversee cage activities to ensure timely processing.
• Build professional client relationships and support advisor meetings and transfers.

Skills

Financial services experience

Communication skills

Attention to detail

Series 7/66 license

Onboarding accounts

Education

Bachelor’s degree or related experience

Tools

MS Office

Job description

RBC Wealth Management in Glastonbury, CT is seeking a Branch Service Manager / Client Associate to keep the branch running smoothly and serve clients. You will oversee staff, manage correspondence and account maintenance, and support Financial Advisors by coordinating meetings and client events.

You will help with training, branch expenses and onboarding while ensuring accurate, timely processing of trades and client inquiries. Strong communication and compliance focus are essential.