Client Account Platform Support Specialist (CAPSS)

RBC; Toronto; On-site; CAD 55,000 - 90,000; Full time

Job summary

RBC Toronto is seeking a Client Account Application Support Specialist to back front office users across Canada, focusing on COB and eSIGN portfolio management tools. You will troubleshoot, coach users, assist with enhancements, and participate in cross-department projects.

The role requires 3–5 years in application support, strong communication, and collaboration skills, plus familiarity with MS Office and agile-style workflows. Hybrid work options may be available.

Qualifications

• 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

Responsibilities

• 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.

Skills

WMC software

FlexPak

ClientLink

COB Account Opening

eSIGN

Communication

Analytical

Problem solving

Teamwork

Time management

French English

Tools

MS Office

Outlook

PowerPoint

Excel

Word

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.