Senior Associate, Onboarding & Solutions Enablement

rbc; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

RBC Group is seeking a Senior Associate to join the Solutions Enablement Team in London. The role focuses on onboarding clients, mentoring colleagues, and optimizing operational processes to deliver world-class client service.

The successful candidate will lead the onboarding lifecycle for diverse client types, build trust with internal partners, and provide expert support for day-to-day banking needs. The position combines leadership with hands-on process improvement and training

Qualifications

• Management and project experience essential.
• Demonstrable experience leading in a team environment.
• Track record of improving processes and providing constructive feedback which led to enhancements.
• Collaborative and inclusive approach to work, a true team player with the ability to develop and maintain effective working relationships.
• Hard working and professional approach to work with a confidence to challenge the status quo.
• The ability to build and manage relationships with internal stakeholders.
• Clear and concise communication skills - oral and written.

Responsibilities

• 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.
• Report Pod activities, performance metrics, and key updates to the SET Manager on a weekly basis, ensuring transparency and alignment with wider organizational goals.
• Lead daily Pod Calls to discuss priorities, challenges, and progress, fostering a collaborative and focused team environment.
• Work with the Manager and business partners to give feedback on ways to improve the process as well as helping to identify training needs of the broader advisor community to enhance and support client service.
• Serve as a mentor to Pod members, providing guidance, feedback, and support to enhance their professional development and performance, aligning to RBC's values of integrity and collaboration.
• Oversee the initial and ongoing training of Pod members, ensuring they are equipped with the necessary skills and knowledge to excel in their roles.
• Develop and update procedures to streamline workflows and ensure compliance and maintain operational efficiency.
• Act as the first point of escalation for issues within the Pod, providing timely and effective resolution. Lead the correction of Operational Risk Events (OREs) in collaboration with Pod members, ensuring accurate documentation via Open Pages reports.
• Take ownership of complex referrals assigned to the Pod, demonstrating expertise and leadership in resolving more intricate cases.
• Provide actionable feedback on day-to-day operations, leveraging frontline insights to identify opportunities for improvement.
• Complete testing for projects on an ad hoc basis to continue to drive broader process improvements. Integral to work with the SET Manager to ensure this aligns to workload.

Skills

People management

Team leadership

Process improvement

Stakeholder management

Effective communication

Problem solving

Tools

Microsoft Office

Job description

RBC Group is seeking a Senior Associate to join the Solutions Enablement Team in London. The role focuses on onboarding clients, mentoring colleagues, and optimizing operational processes to deliver world-class client service.

The successful candidate will lead the onboarding lifecycle for diverse client types, build trust with internal partners, and provide expert support for day-to-day banking needs. The position combines leadership with hands-on process improvement and training