Branch Service Manager

6 days ago


Naples, Florida, United States RBC Capital Markets, LLC Full time

Job Summary

Job Description

What is the opportunity?

At RBC Wealth Management, we're seeking a highly skilled Branch Service Manager to join our team. As a key member of our branch, you will be responsible for overseeing branch staff and operations, ensuring seamless day-to-day activities, and fostering a positive and productive work environment.

Key Responsibilities:

  • Oversee branch staff and operations to maintain a high level of service quality and efficiency.
  • Ensure effective communication of policy and procedural changes to branch employees.
  • Onboard new accounts, accurately record securities and coupons, and transmit them to the Complex main office.
  • Oversee cage activities to ensure timely transaction processing.
  • Build and maintain professional relationships with clients, assisting with account inquiries and facilitating transactions.

Requirements:

  • Bachelor's degree or relevant experience.
  • 3+ years of financial services experience with a solid understanding of industry rules and regulations.
  • Strong written and verbal communication, computer skills, and attention to detail.
  • Series 7 and 66 (or Series 63/65) or ability to obtain within 12 months.

What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You'll have the ability to make a difference and lasting impact, work in a dynamic and collaborative team, and enjoy flexible work/life balance options.

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 Activities
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