Senior Custody Client Services Manager

2 days ago

Toronto ON, Toronto Census Division, ON; Ontario, Canada National Bank of Canada Full-time
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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