Branch Service Manager/Sr. Registered Client Associate

RBC; Lancaster (Lancaster County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Sign-on bonus

Comprehensive benefits package

Bonus potential

Stock where applicable

Career development opportunities

Job summary

RBC Wealth Management in Lancaster, PA seeks a Branch Service Manager to be a player-coach between branch operations and Complex management. You will model a positive culture and drive efficiency while supporting financial advisors, clients and the team.

In this role you will supervise onboarding, training and day-to-day operations, ensure policy updates are communicated, and assist clients with transfers, trades and account questions. Full-time salaried position with benefits.

Qualifications

• 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.

Responsibilities

• Oversee branch staff and operations to keep branch running smoothly, including onboarding, training and motivating branch staff, providing work direction, and resolving issues.
• Ensure the effective communication of policy and procedural changes and other issues that impact the branch employees.
• Onboard new accounts, record securities and coupons, and ensure they are credited and transmitted following procedures.
• Oversee cage activities to ensure timely processing of transactions.
• Build and maintain professional relationships with clients and facilitate transfers, trades, and checks.

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

Education

Bachelor’s degree or job related experience

Tools

Series 7 and 66

Job description

What is the opportunity?

**Eligible for signing bonus + comprehensive benefits package.**

Job Description

What is the opportunity?

**Eligible for signing bonus + comprehensive benefits package.**

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) position will not manage a team, rather it 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?

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

2101 OREGON PIKE:LANCASTER

City

Lancaster

Country

United States of America

Work hours/week

40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-05-07

Application Deadline

2026-12-05

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.