Associate Fund Services Relationship Manager

Support investment fund managers in Toronto as an Associate Relationship Manager, using fund operations and client relationship management expertise in a hybrid schedule.At National Bank Trust, you will support custody, fund administration, and exchange-traded fund services. As an intermediate professional, you will manage client contacts, investigate operational issues, and coordinate service follow-through. The position is permanent and full-time within the Fund Services team.Key Responsibilities:
Serve assigned mutual fund and exchange-traded fund clients dailyCoordinate operational inquiries and follow-ups through resolutionInvestigate incidents, document findings, and support remediation discussionsSupport fund events, launches, conversions, mergers, and onboardingProduce operational reporting and maintain accurate reference dataRequirements:
Post-secondary education in business, finance, accounting, economics, or related disciplineFour years of investment fund operations experienceExperience with mutual funds, exchange-traded funds, or fund servicingExperience investigating operational issues using multiple data sourcesKnowledge of operational risk, controls, Excel, and collaboration toolsApply fund operations, client coordination, and issue resolution expertise while supporting National Bank Trust clients in Toronto.
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