Client Onboarding Support

You will assist the client onboarding team in setting up new client accounts from start to finish, and support Investment Managers as they onboard clients across all client categories and service levels.

Responsibilities:

• Review new client account packs to ensure adherence to Brewin process and AML regulatory requirements.
• Liaise with Investment Managers to obtain accurate client information.
• Forward fully completed client account packs to Client Verification in Brewin UK to maintain an efficient account opening process.
• Update all relevant systems so that Investment Managers can commence trading for their clients.
• Communicate with clients where necessary.
• Support business development through the correct application of onboarding processes and procedures.
• Work closely with Investment Managers on all client matters, and liaise with Client Verification, Compliance and Financial Planning as required.
• Assist team members and support ad hoc projects as required.

Requirements:

• Demonstrable experience of working efficiently and accurately with both internal and external systems.
• Demonstrable attention to detail, accuracy and numeracy.
• Clear and concise oral and written communication skills.
• Ability to prioritise workload and identify when support is needed.
• Ability to work on your own initiative and meet deadlines within restricted timescales.
• A flexible, reliable and collaborative approach that demonstrates the RBC Values.

Nice-to-have:

• Experience in an AML role, or a QFA qualification.

What we offer:

• A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation.
• 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.
• A world-class training programme in financial services.