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- Tasks: Support advisers in onboarding clients and enhancing their experience.
- Company: Join RBC Brewin Dolphin's innovative Solutions Enablement Team.
- Benefits: Flexible work options, competitive salary, and professional growth opportunities.
- Other info: Dynamic role with exposure to high-net-worth clients and internal stakeholders.
- Why this job: Be part of a team that makes a real difference in client experiences.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
The successful candidate will join the newly established Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team straddles two worlds, RBC Brewin Dolphin and RBC WME and is critical to the integration of these entities. 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. Whilst this role is principally process driven, those within the team have exposure to Brewin Dolphin Advisers and their clients and it is integral that anyone joining the team is excited by this aspect of the role. RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.
- Building trust with internal stakeholders to give them confidence in the process and enhance the clients' experience.
- Acting as a contact for internal partners and clients, providing full expert support and assistance with day-to-day banking and operational requirements.
- Supporting Advisers with sales pipeline management and helping to convert leads into prospects.
- Enrichment, and alignment of client data records across both RBC WME, and RBC BD, maintaining, and updating client records where required in both Client Engage, and Salesforce.
- Completing BD Adviser Service Requests for client accounts in a timely manner.
- Acting as the first line of defense relating to key activities and ensure any associated requests are dealt with in a compliant manner. Act as a point of escalation to resolve issues and escalate/report all risk events and near misses immediately.
Associate, Solutions Enablement Team | Helens, UK employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Solutions Enablement Team | Helens, UK
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC Brewin Dolphin on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding the onboarding lifecycle and client experience. Show us you’re excited about supporting advisers and enhancing client interactions – that’s what we want to hear!
✨Tip Number 3
Practice your pitch! Be ready to explain how you can build trust with internal stakeholders and support advisers in managing their sales pipeline. We love candidates who can communicate clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Associate, Solutions Enablement Team | Helens, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience that aligns with the onboarding lifecycle and client support. We want to see how your skills can enhance the client experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your excitement about joining the Solutions Enablement Team and how you can contribute to building trust with internal stakeholders. Let us know why you're the perfect fit!
Showcase Your Process-Driven Mindset: Since this role is process-driven, make sure to highlight any experience you have in managing processes or improving client interactions. We love candidates who can demonstrate their ability to streamline operations and enhance client satisfaction.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Royal Bank of Canada
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of the Associate in the Solutions Enablement Team. Familiarise yourself with the onboarding lifecycle and the types of clients you'll be dealing with, such as HNWIs and corporates. This knowledge will help you demonstrate your enthusiasm and readiness for the role.
✨Build Your Story
Prepare to share specific examples from your past experiences that showcase your ability to build trust with stakeholders and enhance client experiences. Think about times when you've successfully managed processes or supported teams, as these stories will resonate well with the interviewers.
✨Showcase Your Communication Skills
Since this role involves acting as a contact for internal partners and clients, practice articulating your thoughts clearly and confidently. You might want to prepare a few questions to ask during the interview that reflect your understanding of the role and the company’s goals.
✨Demonstrate Your Problem-Solving Ability
Be ready to discuss how you would handle potential challenges in the onboarding process or client interactions. Think of examples where you've had to escalate issues or resolve conflicts, as this will show your proactive approach and compliance awareness.