Client Success Specialist

TMX Group•Montreal, QC

2d•Hybrid

About The Position

The Client Success Specialist is an essential, multi-faceted member of the Equity Plan Solutions (EPS) team at TSX Trust. Reporting directly to the Manager, Equity Plan Solutions, this role bridges the gap between data administration, platform configuration, and client financial reporting. Following structured training on our specialized employee plan systems and equity concepts, the Client Success Specialist will take direct accountability for managing day-to-day data execution, system configurations, and routine client financial reporting cycles. This position is designed for a detail-oriented professional who excels at multitasking, thrives on complex financial data sets, and actively embraces a collaborative, "team-before-self" culture. This role is hybrid (2 - 3 days/week in the office) - based in Calgary, AB or Montreal, QC

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related discipline, or an equivalent combination of education and hands-on experience.
Ideally 1–2 years of professional experience in an analytical, data-driven, or corporate accounting environment where data validation and financial balancing were key components.
Strong proficiency in MS Excel, specifically comfortable utilizing lookup functions, data sorting, formatting, and pivot tables to organize and validate large data sets.
Advanced proficiency across the broader MS Office Suite (Word and PowerPoint) for reporting and presentations, with experience utilizing flowcharts and Adobe Acrobat Professional for document management and process mapping.
Foundational exposure to or basic knowledge of corporate equity compensation concepts (such as stock options or restricted stock units).
Candidates with a strong background in general data migrations, client onboarding, or complex financial data management—combined with a proven aptitude and enthusiasm to rapidly learn specialized equity vehicles—are highly encouraged to apply.
Exceptional written and verbal communication skills, with a natural diplomatic demeanor and a proven record of managing internal/external client relationships.
A self-starting mindset with the ability to multitask effectively, prioritize deliverables under tight financial deadlines, and maintain strict confidentiality.

Nice To Haves

Bilingualism in English and French.
Experience working directly with specialized equity management software or employee plan platforms.
Interest in pursuing or currently working toward a Certified Equity Professional (CEP) designation, a Canadian Securities Course (CSC) certificate, or an accounting credential (CPA).

Responsibilities

Take ownership of client plan data within our specialized platforms.
Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes).
Following initial training, assist in preparing, reviewing, and executing client equity compensation expense calculations, valuations, and disclosure reports.
Help clients understand reporting calculations, results, and data reconciliations.
Support the end-to-end client onboarding workflow.
Assist in preparing client profiles, managing user/plan sponsor access, tracking project delivery timelines, and providing platform documentation or meeting minutes.
Coordinate routine data maintenance events (e.g., processing grant cancellations, releases, accelerations, and demographic updates).
Generate and send routine client statements and reports.
Act as a reliable point of contact for everyday client system and data inquiries.
Collaborate with Relationship Managers to prepare functional documentation and support system demonstrations for prospective clients as platform familiarity grows.
Contribute to testing system upgrades in testing environments, assist with tax reporting logistics, and proactively update internal desk operating procedures to maximize team efficiency.
Other activities as directed by the Manager, Equity Plan Solutions