Branch Service Manager & Client Associate — Lead & Grow

Socket.dev; Cheyenne (WY); On-site; USD 47,000 - 80,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock where applicable

Coaching & development

Work-life balance

Job summary

RBC Wealth Management is seeking a Branch Service Manager in Cheyenne, WY to lead branch operations and drive a positive, productive team culture. You will supervise staff, onboard new accounts, and ensure accurate processing of securities and client transactions.

The role emphasizes compliance, effective communication of policy changes, and building client relationships while supporting complex management alignment. Competitive rewards and development opportunities are available.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial services experience

Communication skills

Series 7/66 or 63/65

Attention to detail

Computer skills

Education

Bachelor’s degree or job related experience

Tools

Microsoft Office

Job description

RBC Wealth Management is seeking a Branch Service Manager in Cheyenne, WY to lead branch operations and drive a positive, productive team culture. You will supervise staff, onboard new accounts, and ensure accurate processing of securities and client transactions.

The role emphasizes compliance, effective communication of policy changes, and building client relationships while supporting complex management alignment. Competitive rewards and development opportunities are available.