Manager Custody Client Services

Attendance

Hybrid

Job number

35624

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

28-Sep-2026

Area(s) of interest: Wealth management, Operations

Location(s): Toronto

A career as a Manager, Custody Client Services at National Bank Trust means serving as a senior technical resource for institutional clients while acting as the primary point of contact for their day-to-day custody servicing needs.

In this role, you will leverage your expertise in custody operations, securities processing, cash management, settlements, and asset servicing to support clients, ETF-related operations, investigate issues, and deliver timely solutions. This position combines strong client-facing responsibilities with hands-on operational expertise and is ideal for professionals who enjoy solving complex problems and working directly within operational systems.

Your Role

• Serve as the primary service contact for a portfolio of institutional custody clients.
• Support clients with day-to-day operational inquiries related to settlements, cash movements, securities positions, corporate actions, reconciliations, reporting, and other custody-related activities.
• Investigate operational issues directly within internal systems and coordinate resolution with operational, technology, and business teams.
• Analyze transaction activity, account positions, cash balances, and operational exceptions to identify root causes and provide timely client updates.
• Act as an escalation point for complex client issues and ensure effective resolution through proactive follow-up.
• Partner closely with Custody Operations teams to resolve settlement breaks, cash discrepancies, account setup issues, reporting inquiries, and other service-related concerns.
• Identify recurring client issues and recommend process improvements to enhance service quality and operational efficiency.
• Participate in client meetings, operational reviews, and due diligence discussions when required.

Your Team

As part of the Custody Operations sector, you will join a Toronto-based team responsible for supporting institutional clients across Canada.

While the title is Manager, this is a senior individual contributor position without direct people management responsibilities. Success in this role comes from technical expertise, client focus, sound operational judgment, and the ability to navigate complex issues across multiple systems and teams.

You will work closely with operations, technology, product, and relationship management teams to ensure an exceptional client experience.

Requirements

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related discipline, and minimum of 5 years of experience in custody services, custody operations, securities operations, investment operations, or institutional servicing within financial services.
• Strong understanding of trade settlement, cash management, safekeeping, corporate actions, securities processing, and custody operational workflows.
• Proven experience supporting institutional clients and resolving complex operational inquiries.
• Ability to investigate issues independently using operational systems and reporting tools.
• Experience analyzing transaction activity, positions, cash balances, and operational exceptions.

Languages:

English

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options

• Flexible group insurance

• Generous pension plan

• Employee Share Ownership Plan

• Employee and family assistance program

• Preferential banking services

• Involvement in community initiatives

• Telemedicine service

• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

Discover our culture

Duration: 1 min 25 sec