Lead institutional custody servicing at National Bank Trust in Toronto, using securities processing and cash management expertise daily. Support complex client needs through operational systems.
This senior individual contributor role serves as the primary contact for institutional custody clients. You will manage operational inquiries involving settlements, securities positions, corporate actions, and reconciliations. The position supports ETF-related operations, issue investigation, and timely solutions across multiple teams.
Key Responsibilities: Serve as primary contact for institutional custody client portfolios
Support settlement, cash movement, position, and reporting inquiries
Investigate operational issues within internal systems
Analyze transactions, balances, positions, and exceptions
Coordinate resolution with operations, technology, and business teams
Requirements: Bachelor's degree in finance, business, accounting, economics, or related discipline
Minimum five years' experience in custody or securities operations
Understanding of settlement, safekeeping, corporate actions, and custody workflows
Experience supporting institutional clients with complex inquiries
Ability to use operational systems and reporting tools independently
Apply custody operations, client servicing, and analytical expertise to resolve institutional issues for National Bank Trust clients.
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📌 Senior Custody Client Services Manager (Ontario)
🏢 National Bank of Canada
📍 Ontario
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