Relationship Manager, Equity Plans Solutions

TMX Group • Toronto, ON

33d • Hybrid

About The Position

The Relationship Manager, Equity Plan Solutions develops solid, long-term professional relationships with clients and prospects. They will identify, and refer new business opportunities to the Head of Client Management and will follow-up with existing customers in an effort to improve service and customer value. This role is hybrid (2 - 3 days/week in the office) - based in Toronto, ON.

Requirements

• Bachelor's Degree, or equivalent experience
• Financial services industry experience, an asset
• At least 1 year experience with Employee Plans
• 1 to 3 years’ experience in a similar role
• Proven experience in client management, with a focus on developing and maintaining strong relationships with internal and external clients.
• Experience with Microsoft Office Suite of products, Excel, Word, Powerpoint and Access
• Communication: Effective written, verbal and listening skills
• Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize
• Client Service Orientation: develops and maintains strong relationships with internal and external clients. Proven ability to understand clients’ needs and develop the appropriate solutions
• Confidentiality: Show discretion and ability to handle confidential issues
• Independent worker: High level of self-motivation and at ease working independently when necessary
• Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with management, co-workers and the general public
• Organization & Detail Oriented: Strong organizational skills and attention to detail.
• Relationship Building: Experience building successful internal/external relationships
• Teamwork: Works well in a team environment, actively contributes to the success of the group
• Working under pressure: Poised, works well under pressure and accomplishing short and long term deadlines

Nice To Haves

• Canadian Securities Course or Equity Compensation Associate an asset
• Bilingual French/English an asset

Responsibilities

• To ensure TSX Trust EPS mandate is achieved, develop relationships with Plan Sponsor contacts and understand and communicate Plan service requirements internally.
• Communicate and coordinate servicing and operational activities with the appropriate departments within the organization.
• Day to day direct interface with clients, managing requests and inquiries, and investigate/resolve if required.
• To ensure Employee Plans are being administered according to Plan rules/ terms as agreed upon.
• Review, approve, and/or disseminate EPS participant communication, if applicable
• Provide training to clients on Plan Sponsor tools and communicate procedural and/or regulatory/ government changes.
• Update Plan Sponsor information and contacts on Salesforce, and/or other databases.
• Manage projects and special events for existing clients (i.e., corporate actions, new Plans, account clean up, etc.).
• Create maintenance tickets (MTR), if applicable and/ or update accounts upon request.
• Process grant transactions (i.e., cancellation, acceleration, and or release) and/or prepare files for release.
• Create/update support tickets and follow up on outstanding tickets.
• Update WEB content (i.e., menu mapping, update EPS content, add client documentation, etc.) if applicable.
• Participate in testing in the UAT environment (i.e., new functionality, Plan changes, etc.).
• Review and negotiate client agreements, create and/or update/ maintain documentation such as desk operating procedures, client specific training guides (if applicable), Certificate of Authority, Tax Direction, etc.
• To ensure clients are accurately billed and if accounts are in arrears, actively follow up.
• To ensure TSX Trust EPS mandate is achieved
• Other activities as directed by Head of Client Management, EPS.

Benefits

• Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets!
• Experience the movement of the market while grounded in the stability of close to 200 years of success.
• Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.
• Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.
• Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!
• Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level