Institutional Client Services Custody Analyst
National Bank of Canada
Institutional client service and custody issue resolution anchor this Senior Analyst position with National Bank Trust’s Montreal-based Custody Operations team. Hybrid work and flexible scheduling are provided.You will act as a primary contact for a portfolio of institutional clients across Canada. The work involves responding to custody requests, investigating root causes, and coordinating timely solutions. Strong experience with operational systems, reporting tools, positions, cash balances, and securities processing supports success in this role.Key Responsibilities:
Respond to daily custody requests from institutional clientsInvestigate transactional activities, positions, balances, and exceptionsProvide timely client follow-up on identified root causesCoordinate resolutions across internal systems and business teamsAttend client meetings, operational reviews, and due diligence exercisesRequirements:
University degree in a relevant business or finance disciplineAt least five years of relevant professional experienceBackground in institutional client services within financial servicesExperience resolving complex custody operational issuesAbility to analyze transactions using systems and reporting toolsUse institutional client service, operational analysis, and custody expertise to support National Bank Trust clients from Montreal.
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Respond to daily custody requests from institutional clientsInvestigate transactional activities, positions, balances, and exceptionsProvide timely client follow-up on identified root causesCoordinate resolutions across internal systems and business teamsAttend client meetings, operational reviews, and due diligence exercisesRequirements:
University degree in a relevant business or finance disciplineAt least five years of relevant professional experienceBackground in institutional client services within financial servicesExperience resolving complex custody operational issuesAbility to analyze transactions using systems and reporting toolsUse institutional client service, operational analysis, and custody expertise to support National Bank Trust clients from Montreal.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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