Associate, Solutions Enablement Team

RBC; Greater London; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

RBC in London is seeking Associates for the Solutions Enablement Team to support advisers opening cash accounts for existing RBC Brewin Dolphin clients. The role sits at the junction of RBC BD and RBC WME, focusing on onboarding and improving the client experience.

The position is primarily process-driven with exposure to advisers and clients, and requires office presence with up to one day of remote work per week. Strong organisational and stakeholder skills are essential.

Qualifications

• Must-have: management and project experience.
• Must-have: strong MS Office proficiency and ability to learn new systems.
• Must-have: ability to prioritise workload and manage multiple tasks.
• Nice-to-have: degree welcome but not essential.

Responsibilities

• Implement the onboarding lifecycle for all client types.
• Build trust with internal stakeholders to bolster the client experience.
• Serve as a contact for internal partners and clients for banking and operational needs.
• Support Advisers with sales pipeline management and lead conversion.
• Maintain and update client records across systems (Client Engage, Salesforce).
• Process BD Adviser Service Requests in a timely manner.
• Escalate risk events and ensure compliance in key activities.
• Collaborate with partners to identify training needs and process improvements.

Skills

Management experience

Project management

Prioritisation

Attention to detail

Adaptability

Education

Degree welcome but not essential

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Job Description

What is the opportunity?

We have 2 exciting opportunities for Associates to join our Solutions Enablement Team in London.

The successful candidate will join the newly established Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team straddles two worlds, RBC Brewin Dolphin and RBC WME and is critical to the integration of these entities. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class.

Whilst this role is principally process driven, those within the team have exposure to Brewin Dolphin Advisers and their clients and it is integral that anyone joining the team is excited by this aspect of the role.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

What will you do?

• Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.
• Building trust with internal stakeholders to give them confidence in the process and enhance the clients’ experience.
• Acting as a contact for internal partners and clients, providing full expert support and assistance with day-to-day banking and operational requirements.
• Supporting Advisers with sales pipeline management and helping to convert leads into prospects.
• Enrichment, and alignment of client data records across both RBC WME, and RBC BD, maintaining, and updating client records where required in both Client Engage, and Salesforce.
• Completing BD Adviser Service Requests for client accounts in a timely manner.
• Acting as the first line of defence relating to key activities and ensure any associated requests are dealt with in a compliant manner. Act as a point of escalation to resolve issues and elevate/report all risk events and near misses immediately.
• Collaborate with business partners to feedback ways to improve the process as well as helping to identify training needs of the broader adviser community to enhance and support client service.

What do you need to succeed?

Must-have

• Management and project experience essential.
• Confident in using Microsoft Office (Word, Excel. Outlook) as well as the ability to adapt to new systems, navigation of intranet sites and various web-based packages.
• Hard working and professional approach to work with a confidence to challenge the status quo.
• Ability to prioritise workload and identify when they need support to achieve goals.

Nice-to-have

• Degree welcome but not essential.
• Experience working in Wealth Management, Financial Services or Professional Services.

What is 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.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Job Skills

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-18

Application Deadline:

2026-11-23

Note** :** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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