Branch Service Manager/Registered Client Associate

Royal Bank Of Canada Norwell , MA 02061

Posted 1 week ago

What is the opportunity?

Seeking a new opportunity while growing your career? We have a Branch Service Manager/Registered Client Associate role open at RBC Wealth. The Branch Service Manager and Registered Client Associate role have been combined to aid in the operational support of the branch office and also give you the opportunity to assist a Financial Advisor or a Financial Team.

What will you do?

  • Assist the Administrative/Associate Complex Manager (ADCM/ASCM) with the interviewing, onboarding and training processes. You will help maintain attendance records, approve timecards, provide work direction, and assure appropriate coverage. You will also act as a liaison between the complex and branch regarding issues that may arise.

  • Accurately record all securities and/or coupons received from clients and ensure their credit to the proper accounts in accordance with branch, complex and firm procedures as they pertain to the handling of client securities. Maintain in an orderly manner all operations-related files as required by branch, Complex main office, firm and regulatory policies and procedures.

  • Build and maintain a professional rapport with clients. Examples could include answering account questions such as account balance information or other account related information.

  • Communicate and escalate any important account information to the Financial Advisors on behalf of their clients.

  • Ensure that all appropriate account documentation is obtained and maintained. Examples could include facilitating the transfer of funds and securities and issuing client's checks, wires and ACH's as requested. You will assist with informing clients about missing paperwork and securities or funds due in accordance with branch, complex, firm and compliance policies.

What do you need to succeed?

Must-have

  • High school diploma or equivalent, minimum 3 years of industry experience and Series 7 and 66 (or 63 & 65) licenses.

  • Intermediate understanding of the stock market, investments, and retirement plans with working knowledge of fixed income products, equities, mutual funds, insurance and annuities.

  • Basic computer skills (including Microsoft Office).

  • Good interpersonal verbal and written communication skills, detail orientated, strong math and organizational skills.

  • Able to independently manage multiple demands and competing priorities while working in a fast-paced, deadline-oriented environment.

Nice-to-have

  • Associate's Degree or Bachelor's Degree.

  • Prior industry experience.

  • Strong customer service skills.

  • Able to mentor others.

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

About RBC

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

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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 rbc.com/careers.

Inclusion and Equal Opportunity Employment

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, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY

City: Norwell

Address: 80 Washington Street

Work Hours/Week: 40

Work Environment: Regional Office

Employment Type: Regular - U.S.

Career Level: Experienced Hire/Professional

Pay Type: Hourly

Required Travel (%): 0

Exempt/Non-Exempt: Non-Exempt

People Manager: No

Application Deadline: 04/30/2019

Req ID: 184289

Ad Code(s): None


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Branch Service Manager/Registered Client Associate

Royal Bank Of Canada