Join National Bank Trust as a Senior Relationship Manager within our Fund Services team. You will be integral in managing client relationships for investment fund managers in Ontario and Western Canada.
As a senior member, you will provide exceptional service to an assigned portfolio while ensuring strategic alignment and service delivery excellence. Your role encompasses leading onboarding, monitoring client performance, and proactively addressing any issues. You will also contribute to team and client retention efforts, shaping the business future in a client-centric environment.
Key Responsibilities:
• Own overall client experience and relationship management
• Manage transitions and onboarding for assigned clients




• Lead strategic reviews and incident resolutions
• Utilize SLAs and KPIs for performance oversight
• Support account planning and client retention initiatives
Requirements:
• Eight years of financial services experience
• Proven track record in client relationship management
• Familiarity with fund servicing operations
• Ability to train and develop team members
• Robust governance and compliance knowledge
Drive client satisfaction and operational excellence as you lead initiatives at National Bank Trust.
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📌 Senior Relationship Manager in Fund Services (Montreal)
🏢 National Bank of Canada
📍 Montreal