Job at a glance
Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress.
Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team. Ready to be part of the action? 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 Montreal, QC. Key Accountabilities System & Plan Administration: Take ownership of client plan data within specialized platforms.
Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes). Financial Reporting & Analysis: 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.
Implementation & Client Onboarding: 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. Lifecycle Support & Relationship Management: Coordinate routine data maintenance events (e.g., processing grant cancellations, releases, accelerations, and demographic updates).
Generate and send routine client statements and reports. Client Service & Demonstrations: 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. Operational Excellence: Contribute to testing system upgrades in testing environments, assist with tax reporting logistics, and proactively update internal desk operating procedures to maximize team efficiency.
Team Contribution: Execute other activities as directed by the leadership team to support business growth. Must-Have(s) Education & Experience: Bachelor’s degree in Business, Finance, Accounting, or a related discipline (or an equivalent combination of education and hands-on experience), alongside 1–2 years of professional experience in an analytical, data-driven, or corporate accounting environment where data validation and financial balancing were key components.
Data & Excel Skills: Strong proficiency in MS Excel, with a proven comfort level utilizing lookup functions, data sorting, formatting, and pivot tables to organize and validate large data sets. Business Documentation & Tools: Advanced proficiency across the broader MS Office Suite (Word and PowerPoint) for reporting and presentations; experience utilizin