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 that prioritises employee development and fosters a collaborative work culture. With opportunities to work alongside industry experts and the flexibility of remote work, employees are empowered to make a meaningful impact while enjoying a supportive environment that encourages continuous improvement and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Solutions Enablement Team
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RBC Brewin Dolphin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate, Solutions Enablement Team
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RBC Brewin Dolphin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RBC Brewin Dolphin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RBC Brewin Dolphin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RBC Brewin Dolphin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RBC Brewin Dolphin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
