Branch Service Manager/ Client Associate

Royal Bank of Canada; Pleasant Valley Township (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Stock options (where applicable)

Flexible benefits

Job summary

Royal Bank of Canada is seeking a Branch Service Manager/Client Associate in Bettendorf, IA. The role combines branch operations leadership with client contact for account maintenance and adviser support.

You will oversee staff, onboarding, and training while handling client inquiries, transfers, and event coordination. 40 hours/week, full time, Wealth Management platform, in-person at Bettendorf branch.

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 and efficiency improvements in branch operations.

Responsibilities

• Oversee branch staff and operations, provide training, supervise staff, and coordinate with Complex management.
• Communicate policy and procedural changes affecting branch employees.
• Onboard new accounts, record securities and coupons, and transmit to main office following procedures.
• Oversee cage activities to ensure timely processing of transactions.
• Build relationships with clients and support Financial Advisors with account inquiries and transfers.

Skills

Customer service

Client relationships

Communication

Team supervision

Problem solving

Attention to detail

Sales activities

Interpersonal skills

Education

Bachelor's degree or related experience

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 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 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 the 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: 2308 56TH AVENUE WEST:BETTENDORF City: Bettendorf Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-11-11 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.