Senior Associate, Solutions Enablement Team
Core
Drive excellence in service delivery for adviser onboarding of cash accounts for existing RBC Brewin Dolphin clients, including HNWIs, corporates, trusts, and charities.
Role type
Senior Associate, Solutions Enablement Team
Builds
Onboarding lifecycle and operational processes for client accounts
Domain
Wealth Management / Financial Services
Required skills
Management and project experience, Team leadership, Process improvement, Stakeholder relationship management, Operational risk management, Training and mentorship
Preferred skills
Wealth Management or Financial Services experience, Microsoft Office proficiency
Responsibilities
Implement onboarding lifecycle for diverse client types, Lead daily Pod calls and mentor team members, Oversee training of Pod members, Develop and update operational procedures, Act as escalation point for Pod issues, Lead correction of Operational Risk Events
Seniority
Senior, hands-on IC with mentorship responsibilities