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 setting.Key Responsibilities:Own overall client experience and relationship managementManage transitions and onboarding for assigned clientsLead strategic reviews and incident resolutionsUtilize SLAs and KPIs for performance oversightSupport account planning and client retention initiativesRequirements:Eight years of financial services experienceProven track record in client relationship managementFamiliarity with fund servicing operationsAbility to train and develop team membersStrong governance and compliance knowledgeDrive client satisfaction and operational excellence as you lead initiatives at National Bank Trust.#J-18808-Ljbffr
📌 Senior Relationship Manager In Fund Services (Montreal)
🏢 National Bank of Canada
📍 Montreal
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