Branch Service Manager/Registered Client Associate

RBC; Stillwater (MN); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Branch Service Manager/Registered Client Associate to enhance client relationships and support advisors in a dynamic environment. This role emphasizes strong communication and organizational skills, ensuring compliance and operational excellence. You'll be pivotal in fostering a positive workplace culture while managing branch operations. With a commitment to diversity and inclusion, the company offers competitive rewards and career advancement opportunities, making this a perfect fit for individuals passionate about financial services and client engagement.

Benefits

Competitive total rewards including bonuses

Supportive leadership and development opportunities

Flexible work/life balance options

Opportunities for advancement

Qualifications

• Bachelor's degree or relevant experience required.
• Strong communication and organizational skills are essential.

Responsibilities

• Build and maintain client relationships by assisting with account questions.
• Oversee branch operations, including onboarding and training staff.

Skills

Communication Skills

Organizational Skills

Client Service Skills

Attention to Detail

Adaptability

Education

Bachelor's Degree

Relevant Experience

Job description

Branch Service Manager/Registered Client Associate

Pay: Competitive

Employment type: Full-Time

Job Description

• Req#: R-0000124737

Job Summary

As a Branch Service Manager/Registered Client Associate at RBC Wealth Management, you will serve as a trusted resource to clients, advisors, and the branch. Your role involves using your administrative and operational skills to support advisors in managing and growing their business, ensuring compliance, resolving problems, onboarding new accounts, maintaining records, implementing technology changes, and preparing correspondence. You will foster a positive work environment and develop a strong team culture within the branch.

We offer training, development, and learning resources to support your career growth.

Responsibilities include:

• Building and maintaining client relationships by assisting with account questions
• Handling account inquiries and escalating when necessary
• Ensuring compliance by maintaining proper documentation and communicating with clients
• Facilitating fund and securities transfers, completing trades, and processing checks, wires, and ACHs
• Overseeing branch staff and operations, including onboarding, training, and issue resolution
• Communicating policy and procedural changes effectively
• Maintaining confidentiality per RBC’s Code of Conduct

Qualifications:

Must-have:

• Bachelor’s degree or relevant experience
• Strong communication, organizational, and client service skills
• Attention to detail and efficiency improvement mindset
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months
• Ability to adapt to changing environments

Nice-to-have:

• Current FINRA registrations
• Financial services experience

Benefits:

• Competitive total rewards including bonuses, benefits, and stock options
• Supportive leadership and development opportunities
• Impactful work in a collaborative environment
• Flexible work/life balance options
• Opportunities for advancement and cross-business mobility

The salary range is $45,000-$75,000, depending on experience, skills, and market conditions. Additional earning potential through RBC’s discretionary variable compensation program is available.

We value a diverse, inclusive workplace that supports growth, collaboration, and innovation, aligning with our purpose and community commitments.

Additional Details

Address: 350 Main Street North, Stillwater

City: Stillwater

Country: United States of America

Work hours/week: 40

Employment Type: Full-time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-01

Application Deadline: 2025-07-05

Note: Applications accepted until 11:59 PM the day prior to the deadline.

Equal Opportunity Statement: RBC promotes an inclusive workplace supporting diversity, respect, and opportunity for all.

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About RBC

Royal Bank of Canada (RBC) is a diversified financial services company providing banking, wealth management, insurance, investor services, and capital markets globally.