Full-Time

On-Site

Branch Service Manager/Registered Client Associate

RRoyal Bank of Canada 6710 N. Scottsdale Rd., Suite 150, Scottsdale, AZ0

Description

As a Registered Client Associate (RCA) / Branch Service Manager (BSM) at RBC Wealth Management, you will support clients, advisors, and the branch team. This role involves administrative and operational tasks to help advisors manage and grow their business, while ensuring compliance, resolving issues, onboarding new accounts, and processing records. The BSM specifically acts as a player-coach, liaising between Complex management and the branch on operational matters and fostering a positive work environment. The position offers career progression, training, and development.

What We're Looking For

Oversee branch staff and operations including onboarding, training, motivating, and providing work direction.,Ensure effective communication of policy and procedural changes.,Onboard new accounts and accurately record/transmit securities and coupons.,Oversee cage activities to ensure timely transaction processing.,Build and maintain professional relationships with clients, assisting with account questions, fund/securities transfers, trades, and check/wire/ACH processing.,Bachelor's degree or job related experience.,3+ years of financial services experience with solid knowledge of industry rules and regulations.,Strong written and verbal communication and computer skills.,Series 7 and 66 (or Series 63/65) certifications.,Attention to detail with a focus on branch efficiency and effectiveness.

Ideal Candidate

Bachelor's degree or job related experience,Series 7 and 66 (or Series 63/65) certifications,3+ years of financial services experience

Minimum Education

Bachelor's Degree or job related experience

Hard Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Knowledge Organization

Word Processing Software

Soft Skills

Interpersonal Relationships

Teamwork

Time Management

Attention to detail

Written Communication

Verbal Communication

Work Hours

40 hours/week

Benefits

Bonuses

Flexible benefits

Competitive compensation

Commissions

Stock

Coaching and managing opportunities

Ability to make a difference and lasting impact

Dynamic/collaborative/progressive/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

About the Company

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

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