Associate, Solutions Enablement Team

RBC Brewin Dolphin; Greater London; Hybrid; GBP 36,000 - 60,000; Full time

Job summary

RBC Brewin Dolphin in London seeks two Associates to join the Solutions Enablement Team. You will help open cash accounts for client groups, coordinating with RBC WME and BD to streamline onboarding and improve the client experience.

Role involves process-driven work with exposure to advisers and clients. Office-based with flexibility to work remotely up to one day per week, all within a dynamic wealth management environment.

Qualifications

• Management and project experience essential.
• Confident in using Microsoft Office (Word, Excel, Outlook) and adapting to new systems/intranet platforms.
• Hard working and professional, confident to challenge the status quo.
• Ability to prioritise workload and know when to seek support.

Responsibilities

• Own onboarding lifecycle for client types including HNWIs, corporates, trusts, and charities.
• Build trust with internal stakeholders to enhance client experience.
• Act as primary contact for internal partners and clients for day-to-day banking needs.
• Support Advisers with sales pipeline management and lead conversion.
• Align and enrich client data across RBC WME and RBC BD; update Client Engage and Salesforce records.
• Process BD Adviser Service Requests promptly.
• Be first line of defence for key activities; escalate risks as needed.
• Collaborate with partners to improve processes and identify training needs.

Skills

Management

Project management

Microsoft Office

Education

Degree welcome

Tools

Salesforce

Client Engage

Job description

What is the opportunity?

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

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.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

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.