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About the Role
The Solutions Enablement Team supports advisers in opening cash accounts for existing RBC Brewin Dolphin clients, critical to the integration of RBC Brewin Dolphin and RBC WME. This role is crucial for achieving firmwide targets by supporting the onboarding process and enhancing the client experience. As a Senior Associate, you will drive service excellence, mentor colleagues, and optimize operational processes, suiting individuals with strong problem-solving and leadership skills.
Responsibilities
- Implement the onboarding lifecycle for all client types, including HNWIs, corporates, trusts, and charities.
- Build trust with internal stakeholders to enhance the client experience.
- Act as a contact for internal partners and clients, providing expert support for day-to-day banking and operational requirements.
- Report Pod activities, performance metrics, and key updates to the SET Manager weekly.
- Lead daily Pod Calls to discuss priorities, challenges, and progress.
- Provide feedback on process improvements and identify training needs for the advisor community.
- Mentor Pod members, providing guidance and support for professional development.
- Oversee the initial and ongoing training of Pod members.
- Develop and update procedures to streamline workflows, ensure compliance, and maintain operational efficiency.
- Act as the first point of escalation for issues within the Pod and lead the correction of Operational Risk Events (OREs).
- Take ownership of complex referrals assigned to the Pod.
- Provide actionable feedback on day-to-day operations.
- Complete testing for projects on an ad hoc basis to drive process improvements.
Requirements
- Management and project experience essential.
- Demonstrable experience leading in a team environment.
- Track record of improving processes and providing constructive feedback which led to enhancements.
- Collaborative and inclusive approach to work, with the ability to develop and maintain effective working relationships.
- Hard working and professional approach to work with a confidence to challenge the status quo.
- Ability to build and manage relationships with internal stakeholders.
- Clear and concise communication skills – oral and written.
- Experience working in Wealth Management, Financial Services or Professional Services.
- Confident in using Microsoft Office (Word, Excel, Outlook).
- Ability to adapt to new systems, navigate intranet sites and various web-based packages.
- Interest in growing industry knowledge and learning new product information.
Skills
- Anti Money Laundering Training
- Business Perspective
- Communication
- Decision Making
- Financial Regulation
- Interpersonal Relationship Management
- Operational Integrity
- Organizational Governance
- Process Management
- Strategic Thinking
Location
- 100 BISHOPSGATE:LONDON
- London
- United Kingdom
Work Type
- Full time
- Office-based with up to 1 day per week remote flexibility
Experience Level
- Senior Associate
Benefits
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Equal Opportunity
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.