RBC Brewin Dolphin – Onboarding Administrator
Hybrid
Core
Assist the client onboarding team in setting up new client accounts from start to finish and support Investment Managers across all client categories.
Role type
Onboarding Administrator
Builds
New client accounts for Investment Managers
Domain
Wealth Management / Financial Services
Required skills
Attention to detail, numeracy, system proficiency, prioritization, oral and written communication
Preferred skills
AML experience, QFA qualification
Responsibilities
Review new client account packs for adherence to process and AML requirements, liaise with Investment Managers to obtain accurate client information, update systems to enable trading, communicate with clients, support business development through correct application of onboarding processes, assist team members and support ad hoc projects
Seniority
Individual Contributor