Business Service Manager/Registered Client Associate

RBC; Edmonds (WA); On-site; USD 49,000 - 77,000; Full time

Benefits offered by this job

401(k) with company-matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Wealth Management in Edmonds seeks a Senior Branch Service Manager/Registered Client Associate to lead branch staff and operations, acting as liaison to Complex management. You’ll model a positive work culture, onboard accounts, and ensure policy adherence while delivering exceptional client service.

The role combines supervision, account coordination, and relationship-building to support financial advisors, clients, and the team in a collaborative, high-performing environment.

Qualifications

• Bachelor's Degree or job related experience.
• 2+ years of financial services experience with knowledge of industry rules and regulations.
• Series 7 and 66 (or 63/65) and Series 9/10 (or 8).
• Strong written and verbal communication and computer skills.
• Previous supervisory experience.
• Attention to detail with efficiency mindset.

Responsibilities

• Oversee branch staff and operations including onboarding, training, motivating staff and resolving issues.
• Communicate policy and procedural changes that impact branch employees.
• Onboard new accounts, record securities, and transmit to Complex main office following RBC procedures.
• Ensure branch cage security by keeping it locked and restricting access.
• Build professional client relationships, assist with account inquiries, transfers, trades and payments.

Skills

Customer Service

Sales Opportunities

Interpersonal Skills

Problem Solving

Communication

Education

Bachelor's degree or equivalent

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. Senior Branch Service Manager/ Registered Client Associate is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing 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.
• Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
• 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
• 2+ years of financial services experience with a solid knowledge of industry rules and regulations
• Series 7 and 66 (or 63/65) and Series 9/10 (or 8)
• Strong written and verbal communication and computer skills
• Previous supervisory experience
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $49,000 - $77,000,depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

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

303 5TH AVENUE SOUTH:EDMONDS

City

Edmonds

Country

United States of America

Work hours/week

40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-29

Application Deadline

2026-10-31

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.