Onboarding & Solutions Enablement Associate

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

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.