Solutions Enablement Associate - Onboarding & Wealth Ops

RBC Brewin Dolphin; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

RBC Brewin Dolphin in London is recruiting two Associates for the Solutions Enablement Team. The role focuses on onboarding clients, supporting advisers, and data alignment across RBC WME and RBC BD.

You will collaborate with internal partners and drive process improvements while maintaining compliance and a customer-centric approach. You will work in an office setting with up to 1 day remote weekly, handling complex onboarding across various client types and contributing to a world-class client

Qualifications

• Management and project experience essential.
• Proficient in Microsoft Office and adaptable to new systems.
• Hard-working with the confidence to challenge the status quo.
• Ability to prioritise workload and seek support when needed.
• Degree welcome but not essential.
• Experience in Wealth Management or Financial Services preferred.

Responsibilities

• Implementing the onboarding lifecycle for all client types, including HNWIs, corporates, trusts and charities.
• Building trust with internal stakeholders to enhance the client experience.
• Acting as a contact for internal partners and clients, providing expert support with banking and operations.
• Supporting Advisers with sales pipeline management and converting leads into prospects.
• Enrichment and alignment of client data across RBC WME and RBC BD in Salesforce.
• Completing Adviser Service Requests for client accounts promptly.
• Escalating risk events and ensuring compliant handling of requests.
• Collaborating to improve processes and identify training needs.

Skills

Onboarding

Project management

Stakeholder management

MS Office

Prioritisation

Education

Degree welcome

Tools

Salesforce

Job description

RBC Brewin Dolphin in London is recruiting two Associates for the Solutions Enablement Team. The role focuses on onboarding clients, supporting advisers, and data alignment across RBC WME and RBC BD.

You will collaborate with internal partners and drive process improvements while maintaining compliance and a customer-centric approach. You will work in an office setting with up to 1 day remote weekly, handling complex onboarding across various client types and contributing to a world-class client