Portfolio Management Application Support Specialist; PMASS

Job Description

The Portfolio Management Application Support Specialist (PMASS) will support front office users across Canada by providing portfolio management application support for Client Reporting (Flex Pak), Portfolio Data (Client Link), Custody Statement, and Client Account Maintenance software (COB Account Opening, Approval Workflows, eSIGN, Service Link and Service Link+). 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.

• Portfolio Management Application Support – 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.

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

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:

Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications 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.

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 range 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.

At 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.