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About the Role
Area(s) of Interest: Wealth management, Operations
A career as a Senior Analyst Client Onboarding at National Bank Trust (NBT) means playing a key role in delivering an exceptional client experience by leading the seamless integration of new clients and portfolio managers into the Bank’s operational ecosystem. You will help set and uphold high standards of excellence while supporting complex client transitions with precision, rigour, and professionalism.
Your Role
As a Senior Analyst Client Onboarding, you will:
- Serve a diverse clientele, including institutional clients and portfolio managers, across areas such as securities custody, institutional asset management, pension plans, and exchange‑traded funds (ETFs)
- Support NBT clients through significant life events, such as onboarding, portfolio manager transitions, and client departures
- Participate in client integrations and change initiatives, collaborat...
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