Associate, Solutions Enablement Team
Core
Support advisers to open cash accounts for existing RBC Brewin Dolphin clients and manage the onboarding lifecycle for HNWIs, corporates, trusts, and charities.
Role type
Associate, Solutions Enablement (Process & Client Onboarding)
Builds
Client onboarding processes and data alignment across RBC WME and RBC BD
Domain
Wealth Management / Financial Services
Required skills
Project management, Microsoft Office proficiency, Data record management, Sales pipeline support, Risk compliance, Stakeholder communication
Preferred skills
Wealth Management experience, Financial Services experience, Professional Services experience
Responsibilities
Implementing the onboarding lifecycle for all client types, Enriching and aligning client data records across systems, Supporting Advisers with sales pipeline management, Completing BD Adviser Service Requests, Acting as first line of defence for key activities and risk events, Collaborating with business partners to improve processes.
Seniority
Associate, Entry-level to Mid-level IC