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Senior Analyst Client OnboardingNational Bank • Montreal, Québec, Canada
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Senior Analyst Client Onboarding

National Bank
  • CA
    Montreal, Québec, Canada
  • CA
    Montreal, Québec, Canada
Apply Now

About

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, collaborating closely with all stakeholders-including clients, portfolio managers, account managers, and operational teams
  • Work in partnership with operational teams to ensure flawless execution of activities and deliver a consistently top‑tier client experience
  • Assist team members with planning, coordination, and deadline management to ensure smooth and timely delivery
  • Contribute to the continuous improvement, documentation, and standardisation of team processes
  • Support training initiatives and act as a subject‑matter resource, helping colleagues deepen their expertise and achieve their professional objectives
  • Play an active role in problem‑solving, proposing pragmatic and effective solutions to meet business and client needs

Your Team

Within the National Bank Trust sector, you will join a large, high ‑ performing team of approximately 150 colleagues and report to the Director - Client and Portfolio Manager Integration. Our team distinguishes itself through its agility, collaboration, and personalised approach to client service.

We believe in learning by doing. Our hands ‑ on training programs allow you to build deep expertise in your role, supported by personalised development opportunities. You will collaborate with colleagues from a wide range of backgrounds and areas of expertise, fostering continuous learning and professional growth in a dynamic and inclusive environment.

Prerequisites

  • Bachelor’s degree in a relevant field or equivalent combination of education and experience.
  • 5 years of experience in the financial sector working with clients and back office support
  • Fundamental knowledge of the securities industry including operations and settlements
  • Ability to analyse complex situations and recommend tailored solutions.
  • Strong professional judgment, autonomy, and problem ‑ solving skills
  • Ability to act as a subject ‑ matter expert and provide advisory support to internal partners
  • Strong working knowledge of Microsoft 365 tools; experience using Copilot is an asset
Your benefits

In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:


* Health and wellness program, including many options

* Group insurance

* Generous pension plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.


Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.


Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.


We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?


Join us!

  • Montreal, Québec, Canada

Languages

  • English
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