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About the Role
Client Account Application Support Specialist will support front office users across Canada by providing portfolio management application support for Client Account Maintenance software. 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. This is a portfolio management application support role with a technical focus, not a financial planning position.
Responsibilities
- Assist the front office users on portfolio management applications and respond to client queries.
- Report trends to Product owners/Journey leads for enhancements/fixes/backlog for roadmap.
- Provide ongoing coaching to users directly or refer them to job aids and other resources.
- Conduct Quality Assurance (QA), User Acceptance Testing (UAT) and Post Implementation Verification (PIV) of updated or newly created portfolio management applications.
- 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.
Requirements
- 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.
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
- Bilingual (French / English), both oral and written
- Portfolio management application development
- Agile project management
- MS Office skills (Outlook, PowerPoint, Excel, Word)
Location
- Toronto, Canada
Work Type
- Full time
Experience Level
- 3 - 5 years
Salary/Compensations
- $55,000.00 - $90,000.00
Benefits
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Flexible work/life balance options
About the Company
- 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.
- 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
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.