Senior Associate, Onboarding & Solutions Enablement Lead

RBC; Greater London; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

RBC in London is seeking a Senior Associate to join the Solutions Enablement Team, driving onboarding excellence for RBC Brewin Dolphin clients and integrating with RBC WME. You will mentor colleagues, optimize processes, and lead daily Pod calls to keep priorities clear and results on track.

You will build trusted relationships with internal partners and clients, ensuring a world-class client experience while supporting ongoing training and operational improvements within a dynamic wealth

Qualifications

• Management and project experience essential.
• Leading in a team environment.
• Proven track record of improving processes.
• Collaborative and inclusive approach to work.
• Clear and concise communication skills.
• Experience in Wealth Management or Financial Services is a plus.
• Proficient in Microsoft Office suite.

Responsibilities

• Implement onboarding lifecycle for all client types.
• Build trust with internal stakeholders to enhance the client experience.
• Act as a contact for internal partners and clients, providing full expert support.
• Report Pod activities, performance metrics, and updates weekly to the SET Manager.
• Lead daily Pod Calls to discuss priorities and progress.
• Provide feedback on process improvements and training needs for the advisor community.
• Mentor Pod members and oversee training to align with RBC values.
• Develop and update procedures to streamline workflows and ensure compliance.
• Escalate issues within the Pod and coordinate corrections of Operational Risk Events.
• Take ownership of complex referrals and provide leadership in resolution.

Skills

Management experience

Team leadership

Process improvement

Stakeholder management

Communication

Microsoft Office

Job description

RBC in London is seeking a Senior Associate to join the Solutions Enablement Team, driving onboarding excellence for RBC Brewin Dolphin clients and integrating with RBC WME. You will mentor colleagues, optimize processes, and lead daily Pod calls to keep priorities clear and results on track.

You will build trusted relationships with internal partners and clients, ensuring a world-class client experience while supporting ongoing training and operational improvements within a dynamic wealth