At a Glance
- Tasks: Support advisers in onboarding clients and enhancing their experience.
- Company: Join a dynamic team at RBC Brewin Dolphin, bridging finance and innovation.
- Benefits: Flexible work options, coaching support, and opportunities for personal growth.
- Other info: Collaborative environment with industry experts and career development opportunities.
- Why this job: Make a real impact in client relationships and process improvements.
- Qualifications: Confident in Microsoft Office; experience in finance is a plus.
The predicted salary is between 30000 - 40000 £ per year.
The successful candidate will join the newly established Solutions Enablement Team, supporting advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team bridges RBC Brewin Dolphin and RBC WME and is critical to integrating these entities. With firmwide targets, we need to develop a team to support the onboarding process and continuously improve the client experience.
This role is primarily process driven but also involves interaction with Brewin Dolphin Advisers and their clients. Employees will typically work in the office with some flexibility to work up to one day per week remotely.
What will you do?
- Implement the onboarding lifecycle for all client types including HNWIs, corporates, trusts, and charities.
- Build trust with internal stakeholders to enhance confidence in the process and client experience.
- Act as a contact for internal partners and clients, providing expert support for day‑to‑day banking and operational requirements.
- Support Advisers with sales pipeline management, helping convert leads into prospects.
- Enrich and align client data across RBC WME and RBC BD, maintaining and updating records in Client Engage and Salesforce.
- Complete BD Adviser Service Requests for client accounts promptly.
- Serve as the first line of defense for key activities, ensuring requests are dealt with compliantly and escalating risk events immediately.
- Collaborate with business partners to suggest process improvements and identify training needs for the wider adviser community.
What do you need to succeed?
Must‑have:
- Confident use of Microsoft Office (Word, Excel, Outlook) and ability to adapt to new systems and web‑based packages.
- Hard‑working and professional approach, with confidence to challenge the status quo.
- Ability to prioritise workload and seek support to achieve goals.
Nice‑to‑have:
- Degree – welcome but not essential.
- Experience in Wealth Management, Financial Services or Professional Services.
What is in it for you?
- Leaders who support your development through coaching.
- Opportunities to work with industry experts.
- Chance to make a lasting impact.
- Work in a dynamic, collaborative, high‑performing team.
Associate, Solutions Enablement Team employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.
