Branch Service Manager/Client Associate

RBC Capital Markets, LLC; Baltimore (MD); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Branch Service Manager to lead a dynamic team and ensure operational excellence. This role is pivotal in fostering a positive work environment while managing branch operations and client relationships. You'll be responsible for onboarding, training, and motivating staff, ensuring effective communication of policies, and maintaining high service standards. With a commitment to employee development and a collaborative culture, this opportunity offers a pathway for career growth while making a meaningful impact in the community.

Benefits

Comprehensive Total Rewards Program

Leadership support for development

Flexible work/life balance options

Access to diverse job opportunities

Qualifications

• 3+ years of financial services experience with solid knowledge of industry rules.
• Strong communication and computer skills are essential.

Responsibilities

• Oversee branch staff and operations to ensure smooth functioning.
• Build and maintain professional relationships with clients.

Skills

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor's degree

Relevant experience

Job description

Job Summary

Job Description

What is the opportunity?

Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients, and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters. You will model, encourage, and develop a positive and productive work environment to foster a strong team culture within the branch.

At RBC Wealth Management, your career progression matters to us. We offer training, development, and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Oversee branch staff and operations to keep the branch running smoothly, including onboarding, training, motivating staff, providing work direction, and resolving staff supervision issues or escalating them to the Complex management team.
• Ensure effective communication of all policy and procedural changes and other issues impacting branch employees' ability to perform their jobs effectively.
• Onboard new accounts, accurately record securities and coupons received from clients, ensure they are credited to the proper accounts, and transmit them to the Complex main office and Minneapolis following all procedures.
• Oversee cage activities to ensure transactions are processed timely.
• Build and maintain professional relationships with clients by assisting them, answering account questions, facilitating fund and securities transfers, completing trades, and processing checks, wires, and ACHs promptly.

What do you need to succeed?

Must-have

• Bachelor's degree or relevant experience
• 3+ years of financial services experience with solid knowledge of industry rules and regulations
• Strong communication and computer skills
• Series 7 and 66 (or Series 63/65) or ability to obtain within 12 months
• Attention to detail and a mindset for improving branch efficiency and effectiveness

Nice-to-have

• Supervisory experience

What's in it for you?

We thrive on the challenge to be our best, support growth and collaboration, and deliver trusted advice to help clients and communities prosper. We care about our employees' development, making a difference, and mutual success.

• A comprehensive Total Rewards Program including bonuses and benefits
• Leadership support for your development
• Opportunity to make a lasting impact
• Work in a dynamic, collaborative, high-performing team
• Flexible work/life balance options
• Challenging work and greater responsibilities
• Access to diverse job opportunities across the business

The expected salary range is $45,000-$75,000, depending on experience, skills, registration status, market conditions, and business needs. You may earn more through RBC's discretionary variable compensation program based on performance and individual goals.

RBC's compensation philosophy emphasizes attracting, engaging, and retaining a highly qualified global workforce to drive high performance, strategic achievement, and shareholder value.

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

1201 Wills Street, Baltimore

City:

Baltimore

Country:

United States of America

Work hours/week:

40

Employment Type:

Full-time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-26

Application Deadline:

2025-05-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is key to our growth. We aim to foster a respectful, supportive environment where employees can perform at their best, collaborate effectively, innovate, and grow professionally. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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