Job Summary

　　 Job Description

　　What is the opportunity?

　　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) 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 mannerBuild 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-haveBachelor's degree or job related experience3+ years of financial services experience with a solid knowledge of industry rules and regulationsStrong written and verbal communication and computer skillsSeries 7 and 66 (or Series 63/65) or the ability to obtain within 12 monthsAttention to detail coupled with the mindset of how you can make the branch more efficient and effectiveNice-to-haveSupervisory experienceWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business

　　Job Skills

　　Customer Knowledge, Customer Service, Customer Service Management, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Problem Solving, Product Services, Sales Activities

　　Additional Job Details

　　Address:

　　5355 TOWN CENTER ROAD:BOCA RATON

　　City:

　　Boca Raton

　　Country:

　　United States of America

　　Work hours/week:

　　40

　　Employment Type:

　　Full time

　　Platform:

　　Wealth Management

　　Job Type:

　　Regular

　　Pay Type:

　　Salaried

　　Posted Date:

　　2023-10-31

　　Application Deadline:

　　2024-01-20

　　Inclusion and Equal Opportunity Employment

　　At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

　　We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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　　Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .