Solutions Enablement Team Associate – Client Maintenance and Data

Brewin Dolphin Holdings PLC; London; On-site; GBP 65,000 - 70,000; Full time

Job summary

Join a progressive and high-performing team as a Solutions Enablement Team Associate at RBC Brewin Dolphin. This role encompasses processing client transactions, enhancing the client experience, and supporting account opening processes. Ideal candidates will possess strong communication and organizational skills, along with a background in client-facing roles in banking or financial services.

Benefits

Development and coaching opportunities

Collaborative and dynamic work environment

Qualifications

• Experience working in a bank and/or directly with clients required.
• Ability to work independently and manage time effectively.

Responsibilities

• Process domestic and international payments for clients.
• Assist client coverage teams with ad hoc remediation projects.
• Conduct telephone security call backs with clients.

Skills

Strong verbal communication

Strong written communication

Multi-tasking

Client service skills

Organizational skills

Education

Degree in a relevant field (welcome but not essential)

Job description

Solutions Enablement Team Associate – Client Maintenance and Data

Join to apply for the Solutions Enablement Team Associate – Client Maintenance and Data role at RBC Brewin Dolphin

Solutions Enablement Team Associate – Client Maintenance and Data

6 days ago Be among the first 25 applicants

Join to apply for the Solutions Enablement Team Associate – Client Maintenance and Data role at RBC Brewin Dolphin

What is the opportunity?

The successful candidate will join the Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class.

Job Summary

Job Description

What is the opportunity?

The successful candidate will join the Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class.

This role will be responsible for carrying our core services required, including but not limited to executing the following: payments, transfers, foreign exchanges, static data changes, responding to client card and cheque enquiries, and other client related tasks. The role will also be responsible for ensuring data is kept up to date and updates are made to central resources including, requirements docs.

What will you do?

• Review and prioritize incoming e-mails into a shared inbox, action and file appropriately.
• Conduct telephone security call backs with clients.
• Process domestic and international payments for clients within agreed timescales
• Process internal transfers between accounts within agreed timescales
• Assist with the processing of foreign exchange transactions where required in a timely manner.
• Record keeping of transactions on client relationship system where required.
• Assist client coverage teams with ad hoc remediation projects as and when required
• Assist with any general administration duties as may be required
• Ensure timely settlement of loan interest and investment fees.
• Point of contact for cheque enquires.
  
  

What do you need to succeed?

Must-have

• Previous experience working in a bank and/or directly with clients.
• Strong verbal and written communication skill.
• Multi-tasking skills and ability to prioritize tasks in line with business needs.
• Strong organization and client service skills.
• Ability to work independently, proactively and manage one’s time.
  
  

Nice-to-have

• Degree welcome but not essential.
• Experience working in Wealth Management, Financial Services or Professional Services.
  
  

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
  
  

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-06

Application Deadline:

2025-06-20

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking and Financial Services

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