Onboarding Lead in Client Services at National Bank Trust

Join National Bank Trust as the Onboarding Lead, specializing in high-quality client integration and lifecycle management. This position highlights your ability to influence key decisions in a collaborative setting.

As the Onboarding Lead, you will manage all aspects of client onboarding and offboarding, ensuring that institutional clients receive top-tier service. Your extensive experience in securities custody and operational service models will help you advise clients and manage diverse stakeholder relationships effectively. You will foster best practices within the team to strengthen governance and optimize processes as you navigate complex integration scenarios.

Key Responsibilities:

• Manage comprehensive onboarding for diverse client types

• Provide leadership and influence to team decisions

• Support colleagues with training on integration best practices

• Ensure smooth operations across stakeholder groups

• Advise on transition strategies and operational considerations

Requirements:

• 7-10 years of experience relevant to onboarding

• Strong expertise in securities custody and client management

• Proven capability in handling multiple stakeholders

• Familiarity with Salesforce and Microsoft Office products

• Experience in a financial services regulatory context

Elevate client services and operational excellence at National Bank Trust through your hands-on onboarding leadership.
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