RBC Branch Service Manager/Client Associate - Great Falls in Great Falls, Montana
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. The Branch Service Manager (BSM) is a player-coach role responsible for branch operations and supervision of branch support staff. You will be a primary liaison between the Complex main office’s operations staff and the branch on all operational matters and will ensure branch support staff comply with RBC policies and procedures. You will also onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
What will you do?
Oversee branch operations (either directly or indirectly) and coordinate vendor visits, track and set up seminars, maintain mutual fund and research files, and review bills, invoices, expenses, and receipt of client funds and check disbursements, following required branch, complex and RBC procedures for handling client securities.
Resolve and/or escalate issues pertaining to staff supervision, in partnership with appropriate business units. Model, encourage and develop a positive and productive work environment to foster a strong team culture within the branch.
Coordinate and provide training to branch staff informing them of updates to policies and procedures.
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. Assist branch director with production goals.
What do you need to succeed?
5 or more years of financial services experience with a solid knowledge of industry rules and regulations
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
Series 7, Series 66 or Series 63/65
Series 8 or 9/10 licenses or the ability to obtain within 12 months
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.
Client First: We will always earn the right to be our clients’ first choice
Collaboration: We win as One RBC
Accountability: We take ownership for personal and collective high performance
Diversity & Inclusion: We embrace diversity for innovation and growth
Integrity: We hold ourselves to the highest standards to build trust
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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 .
City: Great Falls
Address: 101 River Dr N Suite 101
Work Hours/Week: 40
Work Environment: Branch
Employment Type: Regular - U.S.
Career Level: Experienced Hire/Professional
Pay Type: Hourly
Required Travel (%): 0-25
People Manager: No
Application Deadline: 04/30/2020
Platform: Wealth Management
Req ID: 341006
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.