Branch Service Manager – Registered Client Associate

RBC

. Oversee branch staff and operations, including onboarding, training and motivating branch staff, providing work direction, and resolving or escalating supervision issues .

Posted 10/6/2026full-timeDenver • Colorado • United StatesJuniorMid-Level💰 $50,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services operations, including onboarding, training, and supervising staff while ensuring compliance with industry regulations. Proven ability to build client relationships and enhance branch efficiency through effective communication and attention to detail.

Highest-signal resume keywords

Financial Services ExperienceSupervisory ExperienceSeries 7 CertificationSeries 66 CertificationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingTransaction ProcessingFund TransfersTrade ExecutionCheck ProcessingWire ProcessingACH Processing

Soft Skills

Written CommunicationVerbal CommunicationTeam MotivationProblem Resolution

Certifications & Qualifications

Series 7Series 66Series 63Series 65

Industry Keywords

Financial ServicesIndustry RulesRegulationsClient RelationshipsBranch Operations

About the role

Key responsibilities & impact

Oversee branch staff and operations, including onboarding, training and motivating branch staff, providing work direction, and resolving or escalating supervision issues
Ensure effective communication of policy and procedural changes affecting branch employees
Onboard new accounts and accurately record, credit, and transmit client securities and coupons according to required procedures
Oversee cage activities and timely transaction processing
Build and maintain professional client relationships and answer account questions
Facilitate transfers of funds and securities
Complete trades in client accounts
Process checks, wires and ACHs in a timely manner
Serve as the primary liaison between Complex management and the branch on operational matters
Model, encourage and develop a positive, productive branch team culture

Requirements

What you’ll need

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
Bachelor’s degree or job related experience
Supervisory experience

Benefits

Comp & perks

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Leaders who support your development through coaching and managing opportunities
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
Training, development and learning resources