Branch Service Manager/Client Associate

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

Job Description

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.

This is role has a 50/50 split in scope, combining Branch Service Manager and Client Associate responsibilities.

As the Branch Service Manager, you'll oversee operational tasks, support Client Associates, manage correspondence and trade corrections, train staff, and handle branch expenses. As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating client events.

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 branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
• Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively 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 and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
• Oversee cage activities to make sure transactions get processed in a timely manner
• Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.

What do you need to succeed?

Must-have

• Bachelor’s degree or job related experience
• 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 you can make the branch more efficient and effective

Nice-to-have

• Supervisory experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $50,000 - $94,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market 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

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: 200 GLASTONBURY BOULEVARD:GLASTONBURY

City: Glastonbury

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-06

Application Deadline: 2026-09-17

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