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Customer Success Solutions Specialist
Teltoo (Acquired by Haivision)
Success, SK
- Full-time
The Customer Success Engineer (CSE) combines strong technical expertise with a customer-focused approach to deliver an outstanding post-sale experience, from onboarding through day-to-day…
Added 1 hour ago
Technical Support Specialist - Bilingual French
Geotab
Oakville, ON · Waterloo, ON
As a Technical Support Specialist, your key area of responsibility will be troubleshooting and resolving technical issues, providing comprehensive support for both Geotab and partner…
Added 1 hour ago
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Technical Support Specialist - Bilingual French
Geotab
Oakville, ON
- Full-time
As a Technical Support Specialist, your key area of responsibility will be troubleshooting and resolving technical issues, providing comprehensive support for both Geotab and partner…
Added 4 hours ago
CI
Vice President, Information Systems
Calian in Space & Technology
Ottawa, ON
- Full-time
We create innovative solutions that tackle complex challenges and help organizations and communities stay resilient, informed, and connected. If you’re driven by purpose and energized by…
Added 4 hours ago
CI
Satellite Engineering Student
Calian in Space & Technology
Montreal, QC
- Internship
Our commitment to diverse, yet highly specialized solutions require many different skills and abilities. We look for the best talent that can contribute to Calian’s success as well as…
Added 8 hours ago
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Customer Solutions Specialist
Jobbe
Halifax, NS
- $18 to $18.5 CAD / hour
- Full-time
A day in a life of a Customer Solutions Specialist:
Added 10 hours ago
A
Spécialiste en analyse des contraintes - Structures métalliques et composites / Stress Analysis Specialist - Metallic and Composites Structures
Airbus
Montreal, QC
- Full-time
…l'analyse des rapports de dommages et de l'approbation des solutions de réparation du point de vue des contraintes, conformément aux exigences de certification pertinentes de tous les…
Added 10 hours ago
CI
Bilingual Reimbursement Specialist
Calian in Space & Technology
Ottawa, ON
- Full-time
We create innovative solutions that tackle complex challenges and help organizations and communities stay resilient, informed, and connected. If you’re driven by purpose and energized by…
Added 14 hours ago
CI
Material Handler
Calian in Space & Technology
Saskatoon, SK
- Full-time
Our commitment to diverse, yet highly specialized solutions require many different skills and abilities. We look for the best talent that can contribute to Calian’s success as well as…
Added 17 hours ago
WL
Application Specialist
Wainbee Limited
Saguenay, QC
- Full-time
As an Application Specialist / Project Manager, you'll play a key role in designing solutions, supporting customers, and delivering successful industrial projects.
Added 17 hours ago
WL
Application Specialist
Wainbee Limited
Pointe-Claire, QC
- Full-time
As an Application Specialist / Project Manager, you'll play a key role in designing solutions, supporting customers, and delivering successful industrial projects.
Added 18 hours ago
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Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
Reporting customer suggestions on product improvement and existing product designs to the appropriate technical specialist;
Added 19 hours ago
MH
Senior Mortgage Specialist
Multi-Prets Hypotheques (Mortgage)
Montreal, QC
- Full-time
…mortgage process to secure the most suitable and competitive solutions. Its mission is to deliver outstanding service with openness, integrity, and professionalism, maintaining strong…
Added 20 hours ago
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Spécialiste clinique en échographie - Ultrasound Clinical Specialist - (Montreal, QC) - Johnson & Johnson MedTech, L'électrophysiologie
Johnson & Johnson Innovative Medicine
Markham, ON · Montreal, QC
- Full-time
…cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across…
Added 20 hours ago
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Internship, IT sector, Fall 2026
Desjardins
Montreal, QC · Levis, QC
- Full-time
The functional analyst acts as a content specialist for the delivery, maintenance, and updating of solutions by defining functional specifications in collaboration with the product owner…
Added 21 hours ago
AI
Security Systems Application Specialist
Ainsworth Inc
Mississauga, ON
- Full-time
Your success in this role will be measured by achieving high PM/Customer satisfaction, meeting scope and specification compliance, and adhering to budgetary guidelines.
Added 1 day ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
We are looking for a highly organized, technically minded Inside Sales Specialist to support our sales team. As part of the Sales Operations team, this role will serve as the critical…
Added 1 day ago
NS
IT Technical Specialist
Netdigix Systems Inc
Burnaby, BC
- Full-time
…deliver proactive, SLA-driven IT support and tailored technology solutions to our…
Added 1 day ago
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HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
…they meet today's needs and transition to more sustainable…
Added 1 day ago
MD
Information Desk Coordinator / Customer Service Specialist Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Customer Service Specialist Intermediate
Added 1 day ago
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Mortgage Specialist
RBC
Nanaimo, BC · Parksville, BC
- Full-time
In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is…
Added 1 day ago
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Banking Advisor
RBC
Temiskaming Shores, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 1 day ago
AG
Insurance Benefits Specialist - Remote
AO Globe Life
Remote, Canada
- Full-time
- Remote
Your Role: As an Insurance Benefits Specialist, you'll play a key role in connecting clients with the benefits that secure their future. With our comprehensive training and support, you'll…
Added 1 day ago
AG
Insurance Benefits Specialist - Remote
AO Globe Life
Remote, Canada
- Full-time
- Remote
Your Role: As an Insurance Benefits Specialist, you'll play a key role in connecting clients with the benefits that secure their future. With our comprehensive training and support, you'll…
Added 1 day ago
NA
Claims Liaison, Commercial Insurance
NFP, an Aon company (Canada)
Windsor, ON
- Full-time
…Insurance professionals by providing guidance, advocacy and customer support, to improve customer experience and overall team…

RBC

Client Account Platform Support Specialist (CAPSS)

Toronto, ON, Canada

$55,000.00 - $90,000.00 · Full-time

Apply About employer

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Job details

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

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.

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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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