Lead client transitions as a Senior Client Onboarding Analyst at National Bank Trust (NBT). Ensure exceptional service delivery for institutional clients across diverse needs with your expertise.
In this pivotal role, you will assist clients during important changes, working closely with portfolio managers and operational teams to assure a high-quality onboarding experience. You'll contribute to team processes while supporting colleagues in their professional development as a subject matter expert. The role also involves actively solving problems and providing creative solutions that meet both client and business requirements.
Key Responsibilities: • Oversee onboarding of institutional clients • Facilitate portfolio manager transitions seamlessly • Collaborate closely with various operational teams • Support team in planning and execution • Drive process improvement initiatives