Branch Ops & Client Services Manager

RBC; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus opportunities

Flexible benefits

Competitive compensation

Stock options

Career development

Job summary

RBC Wealth Management in Nashville is seeking a Branch Service Manager/Client Associate to lead branch operations and serve as the main client contact for account maintenance and inquiries. The role combines managing staff and supporting financial advisors through meeting prep and client events.

Expect a dynamic team environment with training and development opportunities, and a focus on delivering trusted advice to clients and communities. 40-hour work week with salaried employment.

Qualifications

• Bachelor’s degree or job related experience.
• 3+ years of financial services experience with 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 with focus on branch efficiency.

Responsibilities

• Oversee branch staff and operations, provide direction, onboarding, training, and issue resolution.
• Communicate policy and procedural changes affecting staff performance.
• Onboard new accounts, record securities accurately and transmit to the Complex main office and Minneapolis per procedures.
• Oversee cage activities to ensure timely processing of transactions.
• Build ongoing client relationships, assist with account questions, and coordinate funds/securities transfers.

Skills

Financial services experience

Communication skills

Series 7/66 or Series 63/65

Attention to detail

Supervisory experience

Education

Bachelor's degree or job related experience

Job description

RBC Wealth Management in Nashville is seeking a Branch Service Manager/Client Associate to lead branch operations and serve as the main client contact for account maintenance and inquiries. The role combines managing staff and supporting financial advisors through meeting prep and client events.

Expect a dynamic team environment with training and development opportunities, and a focus on delivering trusted advice to clients and communities. 40-hour work week with salaried employment.