Branch Service Manager/Registered Client Associate

rbc; Los Angeles (CA); On-site; USD 55,000 - 88,000; Full time

Benefits offered by this job

Bonus program

Flexible benefits

Stock options

Job summary

RBC Wealth Management in Los Angeles is seeking a Branch Service Manager to lead the branch as a player-coach, coordinating with Complex management and supervising staff to ensure smooth operations. You will onboard new accounts, record securities, oversee cage activities, build client relationships, and support timely transfers and account servicing.

Qualifications include 3+ years financial services experience, strong communication, Series 7 and 66 (or 63/65) within 12 months, and attention to

Qualifications

• 3+ years of financial services experience with knowledge of industry rules and regs.
• Strong written and verbal communication and computer skills.
• Series 7 and 66 (or Series 63/65) within 12 months or ability to obtain.

Responsibilities

• Oversee branch staff and operations including onboarding, training and motivating branch staff.
• Ensure communication of policy and procedural changes impacting branch employees.
• Onboard new accounts and record securities, ensuring accurate transmission to Complex main office and Minneapolis.
• Oversee cage activities to ensure timely processing of transactions.
• Build and maintain relationships with clients and facilitate transfers, trades, and ACHs.

Skills

Financial services experience

Communication skills

Series 7 & 66

Attention to detail

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. 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 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?

• 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

• Bachelor's degree or job related experience
• 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

The good-faith expected salary range for the above position is $55,000 - $88,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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

Additional Job Details

• Address:
• 1901 AVENUE OF THE STARS:LOS ANGELES City:
• Los Angeles Country:
• United States of America Work hours/week:
• 40 Employment Type:
• Full time Platform:
• WEALTH MANAGEMENT Job Type:
• Regular Pay Type:
• Salaried Posted Date:
• 2026-09-15 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 deliv