Job Description
A career as a Client Integration Advisor at National Bank Trust (NBT) means contributing to the successful integration of new clients and portfolio managers into the Bank’s systems while supporting the delivery of a high‑quality client experience. In this role, you will work closely with senior advisors and internal partners to support onboarding and change activities, develop your expertise, and build strong foundations in client integration.
Your Role
As a Client Integration Advisor, you will:
- Assist in serving a diverse clientele composed of institutional clients and portfolio managers across areas such as securities custody, institutional asset management, pension plans, and exchange‑traded funds (ETFs)
- Support team members in assisting NBT clients through key client life‑cycle events, including onboarding, portfolio manager changes, and offboarding
- Participate in client integration and change initiatives by collab...