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Branch Service Manager/Client Associate - Boulder, CO

Company: Royal Bank of Canada
Location: Boulder
Posted on: November 15, 2021

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. 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. * Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area. * 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. What do you need to succeed? Must-have * Bachelor's degree or job related experience * 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 Nice-to-have * Supervisory experience 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. * A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable * Leaders who support your development through coaching and managing opportunities * Ability to make a difference and lasting impact * Work in a dynamic, collaborative, progressive, and 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 The good faith estimated range of pay for the above position is $50,000 - $72,000 depending on factors including but not limited to registration status, experience and skills. There is a target incentive bonus of 10% but bonuses are discretionary. Eligible employees may participate in a 401(k) program with company-matching contributions, health, dental, vision, life insurance and disability coverage and a paid time-off plan. WMUS Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 JOB SUMMARY City: Boulder Address: 1801 13th Street Suite 310 Work Hours/Week: 40 Work Environment: Branch Employment Type: Regular - U.S. Career Level: Experienced Hire/Professional Pay Type: Hourly Required Travel (%): 0-25 Exempt/Non-Exempt: Non-Exempt People Manager: No Application Deadline: 11/30/2021 Platform: Wealth Management Req ID: 420872 Ad Code(s):

Keywords: Royal Bank of Canada, Boulder , Branch Service Manager/Client Associate - Boulder, CO, Executive , Boulder, Colorado

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