National Bank Trust Client Integration Advisor

Become a Client Integration Advisor at National Bank Trust (NBT) and play a vital role in enhancing client onboarding experiences. Collaborate with portfolio managers to guide institutional clients through integration.

This position involves working with senior advisors to support institutional clientele during key lifecycle events such as onboarding and offboarding. You will engage with multiple stakeholders and drive improvements in processes and tools while developing deeper knowledge in financial services.

Key Responsibilities:
• Assist in onboarding and changing portfolio management for clients
• Collaborate with diverse internal stakeholders for integration
• Ensure accurate execution of operational tasks for clients
• Track deliverables and assist in project planning
• Document and improve team processes continuously

Requirements:
• Bachelor’s degree or related experience
• 2 to 4 years of experienc...