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Added 13 mins ago
Manager/Senior Manager, Vendor Operations and Innovation, External Talent Function
Bain & Company
Toronto, ON
…research partners, including expert networks, survey providers, specialist research vendors, and other third-party partners. The Manager, Vendor Management, will support category…
Added 27 mins ago
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Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
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LOGISTICS MANAGEMENT SPECIALIST (TECHNICAL DATA MANAGEMENT)
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You will serve as a Logistics Management Specialist (Technical Data Management) in the MRO Logistics Department of FLTREADCEN EAST.
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Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
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Family Practitioner/General Practitioner
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The clinic is conveniently located adjacent to the hospital, providing easy access to medical services. It is situated on a scenic lakefront property, offering a tranquil environment for…
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Family Practitioner/General Practitioner
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Family Practitioner/General Practitioner
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Added 5 hours ago
Marketing Specialist, Quebec and French Canada
Canadian Cancer Society
Quebec, QC
$52,000 to $62,000 CAD / year
Full-time
Job Title: Marketing Specialist, Quebec and French Canada
Added 5 hours ago
Marketing Specialist, Quebec and French Canada
Canadian Cancer Society
Montreal, QC
$52,000 to $62,000 CAD / year
Full-time
Job Title: Marketing Specialist, Quebec and French Canada
Added 5 hours ago
Customer Service Specialist
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Toronto, ON
Full-time
As a Customer Service Specialist, you will serve as a primary point of contact for assigned customers, providing responsive support and coordinating customer requirements across the…

RBC

Client Account Platform Support Specialist (CAPSS)

Toronto, ON, Canada

Pay: $55,000.00 - $90,000.00
Job type: Full-time
Apply by: Oct 19, 2026
Experience: Minimum 3 - 5 years of experience in application support or a related field
Posting language: English
Posted: Oct 1, 2026

Apply About employer

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Original job description

Job Description

What is the opportunity?

Client Account Application Support Specialist will support front office users across Canada by providing portfolio management application support for Client Account Maintenance software (COB Account Opening, Approval Workflows, eSIGN, ServiceLink and ServiceLink+). This role within the Business Operating Solutions & Effectiveness (BOSE) team involves close collaboration with various departments, including Business Application Solution Specialist (BASS) Team and Wealth Management Technology Production Support. The Specialist will be the Product expert for portfolio management applications, ensuring their effective use and troubleshooting any issues.

Please note that this is a portfolio management application support role with a technical focus, not a financial planning position.

What will you do?

Assist the front office users on portfolio management applications and respond to client queries.
Product Enhancements – Report trends to Product owners/Journey leads for enhancements/fixes/backlog for roadmap.
Coaching – Provide ongoing coaching to users directly or refer them to job aids and other resources.
Testing – Conduct Quality Assurance (QA), User Acceptance Testing (UAT) and Post Implementation Verification (PIV) of updated or newly created portfolio management applications developed internally or acquired from external vendors.
Participate in various working groups & cross-departmental projects.
Collaborate with Training & Development, BASS, WM Technology Production Support, Operations to contribute to developing and updating training programs and supporting material.

What do you need to succeed?

Must have:

Working knowledge of WMC software: Client Reporting (FlexPak), Portfolio Data (ClientLink), and Custody Statements, Client Account Maintenance software (COB Account Opening, Approval Workflows, and eSIGN).
Minimum 3 - 5 years of experience in application support or a related field
Excellent verbal and written communication and interpersonal skills
Strong research skills, analytical and problem-solving skills with ability to analyze data
Able to manage and prioritize workload with competing deadlines
Able to work independently and collaboratively within a team

Nice-to-have:

Bilingual (French / English), both oral and written
An interest in working with portfolio management application development.
Natural curiosity towards learning and broadening the personal knowledge base
Knowledge of agile project management, and MS Office skills (Outlook, PowerPoint, Excel, Word)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.

Job Skills

Account Openings, Agile Methodology, Business, Business Data Analysis, Business Process Modeling, Communication, Group Problem Solving, Interpersonal Relationship Management, Verbal Communications, Working Independently, Written Communication

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-01

Application Deadline:

2026-10-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The specialist will provide technical support for portfolio management applications and assist front office users with account maintenance software. They will also conduct quality assurance testing, report product enhancements, and collaborate with cross-departmental teams to update training materials.

Requirements

Candidates must have 3-5 years of experience in application support and a working knowledge of specific wealth management software. Strong analytical, communication, and problem-solving skills are essential for managing competing deadlines and supporting internal users.

Skills

Application support
Portfolio management
Account maintenance
Quality assurance
User acceptance testing
Analytical skills
Problem-solving
Communication
Interpersonal skills
Agile project management
Data analysis
Coaching
Research skills
MS Office

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Coaching
Flexible work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Application Support
Portfolio Management
Wealth Management
Client Account Maintenance
COB Account Opening
eSIGN
ServiceLink
Quality Assurance
User Acceptance Testing
Agile
Data Analysis
FlexPak
ClientLink
MS Office
Technical Support
Workflow Management
Product Roadmap
Business Operating Solutions

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