Branch Service Manager/Client Associate

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

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.

This 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

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: 818 18TH AVENUE SOUTH:NASHVILLE

City: Nashville

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-05-13

Application Deadline:

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

Our Employment Opportunities: At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.