Take charge as a Client Integration Manager at National Bank Trust, where your expertise in onboarding will enhance client lifecycle events. This role focuses on delivering exceptional client experiences through effective team collaboration.
Your primary responsibility will be leading the onboarding and offboarding processes for a broad range of clients, including asset managers and ETF issuers. You'll leverage your extensive knowledge of operational governance, securities custody, and client integration practices to serve as a key adviser. This role offers the chance to coordinate efforts across multiple teams, ensuring a seamless onboarding experience while mitigating risks and enhancing governance.
Key Responsibilities:
• Oversee end-to-end client onboarding and transition activities
• Guide team priorities and influence decisions
• Coach and support team members in best practices
• Coordinate stakeholders to manage integration smoothness
• Identify risks and foster process improvement efforts
Requirements:
• University degree with 7-10 years of relevant experience
• Deep understanding of custody operations and onboarding
• Experience leading complex integration requests
• Proficiency in Salesforce and Microsoft Teams
• Solid background in regulated financial service sectors
Lead impactful onboarding initiatives at National Bank Trust and drive success through exceptional client care.
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📌 Client Integration Manager - National Bank Trust (Ontario)
🏢 National Bank of Canada
📍 Ontario
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