Branch Service Manager/Client Associate
3 weeks ago
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 manner
- 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
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
800 LAUREL OAK DRIVE:NAPLESCity:
NaplesCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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.
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
-
Store Manager
3 weeks ago
Naples, Florida, United States 24 Seven Talent Full timeStore ManagerClient Overview:Our client is a luxury fashion house presenting the latest must-have collections across the globe. Store Manager Overview:As the Store Manager, you will be responsible for presenting exceptional customer service, driving retail sales, ensuring efficiency of staff and services, and managing daily operations at the store.Store...
-
omnichannel stock associate
2 days ago
Naples, Florida, United States Zimmermann Full timeAbout the jobAn exciting opportunity exists for an experienced Omnichannel Stock Associate to join our innovative retail team in Naples, Florida on a Full-Time basis.Your responsibilities will include day-to-day operations, maximizing sales and striving to provide excellence in customer service, visual presentation and creating a memorable brand...
-
Assistant Boutique Manager, Naples
4 weeks ago
Naples, Florida, United States Richemont Full timeAre you a good match? The ideal candidate for this role will be responsible for elevating client experiences and nurturing client relationships. Prior supervisory experience is required. The ability to motivate the team and quickly solve sales-related issues is required. Ability to provide solutions to clients' needs. This role also requires strong...
-
Event Technical Specialist
2 weeks ago
Naples, Florida, United States Encore Event Technologies Full timePosition Overview- Video Experience preferred $1500 Sign On Bonus (New FT External OR PTC/PTR TS to FT Internal Technical Specialist) & Relocation Assistance (New FT External OR PTC/PTR TS to FT Internal Technical Specialist) to new market. *Incentives Applicable to US candidates, and US positions only- Restrictions apply. Hire date must be on or before May...
-
Naples, Florida, United States Encore Event Technologies Full timePosition OverviewThe Technical Supervisor leads floor operations with a focus on customer service, staff leadership and development. The Technical Supervisor directly leads the technical team to ensure operational efficiencies and customer satisfaction. This role may also participate in location administrative duties in support of onsite operations and for...
-
Massage Therapist
4 weeks ago
Naples, Florida, United States Performance Optimal Health Full timeWe are an innovative health care company with a holistic approach to health and wellbeing.Our team of specialists work in synergy to help our clients achieve the right balance.As our organization continues to scale, we are looking for Part-time Massage Therapists with potential to go Full-time.Our Massage Therapists are responsible for providing wellness...
-
HVAC Refrigeration Technician
4 weeks ago
Naples, Florida, United States The Ritz-Carlton, Naples Full timeAdditional Information Knowledge of Kitchen Refrigeration, HVAC Equipment, Clean Driving Record, EPA 608 Certified, $500 Sign On Bonus, $31.50/ hourJob Number Job Category Engineering & FacilitiesLocation The Ritz-Carlton Naples, 280 Vanderbilt Beach Road, Naples, Florida, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition...
-
HVAC Refrigeration Technician
6 days ago
Naples, Florida, United States The Ritz-Carlton, Naples Full timeAdditional Information Kitchen Refrigeration Knowledge, HVAC Equipment, Clean Driving Record, EPA 608 Certified, $500 Sign On Bonus, Pay: $31.50/hourJob Number Job Category Engineering & FacilitiesLocation The Ritz-Carlton Naples, 280 Vanderbilt Beach Road, Naples, Florida, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition...
-
Naples, Florida, United States United Digestive Full timeWe are looking for CRNAs who enjoy working in a team-oriented and fast-paced environment. GI endoscopy experience is preferred. CRNA s main responsibilities are evaluating patients prior to their endoscopy procedure and administering anesthesia including monitoring patients during and post procedure. This is a full-time, W-2 position at $200-215k annual...
-
Lower School Math Coordinator
4 weeks ago
Naples, Florida, United States Seacrest Country Day School Full timeSeacrest Country Day School, a PS-12th grade independent, college preparatory school in Naples, Florida, is seeking a Lower School Math Coordinator. The ideal candidate will possess a love of working with elementary aged children, and teachers. The LowerSchool Math Coordinator will provide instructional support and coaching to teachers as they work to ensure...
-
Pediatric Rheumatology Physician
2 weeks ago
Naples, Florida, United States Lee Health Full timeGolisano Childrens Hospital of Southwest Florida -Lee Health is seeking a Pediatric Rheumatologist Located near Southwest Florida's beaches is Golisano Children's Hospital of Southwest Florida - a state-of-the-art pediatric facility that delivers vital and lifesaving care for children and their families throughout the region. This 135-bed regional hospital...
-
Client Service Associate
2 weeks ago
Naples, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...
-
Client Service Associate
3 weeks ago
Naples, United States Stifel Financial Full timeIf you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts,...
-
Client Service Associate
3 weeks ago
Naples, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...
-
Client Service Associate
1 week ago
Naples, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...
-
Branch Manager
7 days ago
Naples, United States Staffing Now Full timeWe are seeking a highly motivated and experienced Branch Manager. The ideal candidate will be fluent in both English and Spanish and have a strong background in management. As a Branch Manager, you will be responsible for overseeing the operations of our branch, driving sales, and ensuring excellent customer service. Responsibilities: Manage day-to-day...
-
Client Service Associate
2 weeks ago
Naples, United States Alera Group, Inc. Full timeBenson Blackburn (an Alera Group company) is seeking an experienced Client Service Associate to join our team! Founded in 1976, Benson Blackburn is a specialized insurance consultancy firm with an emphasis in providing exclusive access to Proprietary Client Service, Associate, Service, Policy, Insurance, Retail, Client
-
Client Service Associate
2 weeks ago
Naples, United States Stifel Financial Corporation Full timeThe Client Service Associate supports the Financial Advisor (FA) in the daily administration of theirbusiness by opening new accounts, preparing and processing investment documentation, andmaintaining all related files and paperwork. This position wi Client Service, Associate, Financial Advisor, Service, Processing, Marketing Specialist, Retail
-
Client Service Associate
24 hours ago
Naples, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.Essential Duties and Responsibilities:Some of the...
-
Client Service Associate
12 hours ago
Naples, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.Essential Duties and Responsibilities:Some of the...
-
Senior Registered Client Service Associate
6 days ago
Naples, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Senior Registered Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.The Relationship Manager works with...
-
Senior Registered Client Service Associate
4 weeks ago
Naples, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Senior Registered Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.The Relationship Manager works with...
-
Senior Registered Client Service Associate
5 days ago
Naples, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Senior Registered Client Service Associate to their growing team. This position is 100% in-office Monday-Friday. The Relationship Manager works with...
-
Branch Manager North Naples
6 days ago
Naples, United States Lake Michigan Credit Union Full timeBranch Manager I - Primary Location: 2370 Vanderbilt Beach Rd, Naples FL34109 Employee Status: full-time salaried. Estimated Hours/ Week: 38 Remote: No% of Travel for the Position: 15% What Youll Get: (note varied offerings based on role and hours) Branch Manager, Manager, Business Partner, Development, Banking
-
Client Relationship Specialist
7 days ago
East Naples, United States Charles Schwab Full time**Your opportunity**: - At Schwab, _you’re_ empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role...
-
Client Service Representative
2 weeks ago
Naples, United States Ethos Veterinary Health, LLC Full timeAre you a Veterinary Client Service Representative with a passion for specialty medicine, especially neurology? Are you ready to work for a clinic that values you and wants you to feel safe at work? Do you love the ocean and get excited about living Client Service, Representative, Service, Animal Care, Retail, Neuro
-
Client Services Lead
2 weeks ago
Naples, United States National Veterinary Associates Full timeDo you love working with people but also have a passion for helping animals? Are you outgoing and friendly? Do you enjoy working with a team that is more like family? Animalife Pine Ridge is looking for a receptionist to join our close-knit team. We Client Service, Lead, Health, Client Relations, Business Services
-
Naples, United States Project Recruit Full timeProject Recruit partners with a prestigious law firm ranked in the AM Law Top 200, with a strong nationwide presence across 13 offices. They have been named a top 100 best companies to work for. They offer a pleasant work environment and respect for employees, The firm is flexible and allows employees to branch out into other areas of law, and the lawyers...
-
Naples, United States Project Recruit Full timeProject Recruit partners with a prestigious law firm ranked in the AM Law Top 200, with a strong nationwide presence across 13 offices. They have been named a top 100 best companies to work for. They offer a pleasant work environment and respect for employees, The firm is flexible and allows employees to branch out into other areas of law, and the lawyers...
-
Naples, United States Project Recruit Full timeProject Recruit partners with a prestigious law firm ranked in the AM Law Top 200, with a strong nationwide presence across 13 offices. They have been named a top 100 best companies to work for. They offer a pleasant work environment and respect for employees, The firm is flexible and allows employees to branch out into other areas of law, and the lawyers...
-
Yard Associate- Bilingual Preferred
1 week ago
Naples, United States SiteOne Landscape Supply Full timeOur Yard Associates help achieve world-class store performance while contributing to and supporting the overall branch strategy, performance, and growth. Yard Associates organize product for deliveries to job sites and help maintain the overall organ Associate, Yard, English, Spanish, Bilingual, Education