Branch Service Manager / Registered Client Associate

RBC

. Oversee branch staff and operations .

Posted 10/14/2026full-timeUnited StatesMid-Level💰 $47,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing branch operations, staff training, and client relationship management within the financial services sector. Proficient in processing transactions and ensuring compliance with industry regulations.

Highest-signal resume keywords

Financial Services ExperienceSeries 7 CertificationSeries 66 CertificationStrong Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingClient Account ManagementSecurities RecordingFund TransfersTrade Execution

Soft Skills

Staff SupervisionMotivationProblem Resolution

Tools & Technologies

ACH ProcessingWire Transfer Systems

Certifications & Qualifications

Series 7Series 66Series 63Series 65

Industry Keywords

Financial RegulationsClient RelationshipsBranch OperationsPolicy Communication

About the role

Key responsibilities & impact

Oversee branch staff and operations
Onboard, train, motivate and direct branch staff
Resolve staff supervision issues and escalate to the Complex management team
Communicate policy and procedural changes affecting branch employees
Onboard new accounts
Record securities and coupons received from clients and ensure proper account crediting
Transmit client securities to the Complex main office and Minneapolis according to required procedures
Oversee cage activities and timely transaction processing
Build and maintain professional client relationships
Answer account questions
Facilitate transfers of funds and securities
Complete trades in client accounts
Process checks, wires and ACHs

Requirements

What you’ll need

3+ years of financial services experience
Solid knowledge of industry rules and regulations
Strong written and verbal communication skills
Strong computer skills
Series 7 and 66, or Series 63/65, or ability to obtain within 12 months
Attention to detail
Bachelor’s degree or job-related experience (nice-to-have)
Supervisory experience (nice-to-have)

Benefits

Comp & perks

Training, development and learning resources
Comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation and commissions
Stock where applicable
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Coaching and management development opportunities
Flexible work/life balance options
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across the business