London Solutions Enablement Associate: Onboarding Specialist

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

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.