TMX

Client Success Specialist

Montreal - 1190 av

No sponsorshipDetected 11 days ago

Financial AnalysisAccountingExcelLogisticsLeadershipCommunicationCollaborationPublic SpeakingMicrosoft OfficeFinancial Reporting

About the role

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.
The Client Success Specialist is an essential, multi-faceted member of the Equity Plan Solutions (EPS) team at TSX Trust.
This role is hybrid (2-3 days/week in the office) - based in Montreal, QC.

Support the end-to-end client onboarding workflow.
Collaborate with Relationship Managers to prepare functional documentation and support system demonstrations for prospective clients as platform familiarity grows.
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.

Bilingualism in English and French.
Nice to Have(s)
Experience working directly with specialized equity management software or employee plan platforms.
AI does not make final hiring or interview decisions.
In the market for…
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.

Financial Reporting & Analysis: Following initial training, assist in preparing, reviewing, and executing client equity compensation expense calculations, valuations, and disclosure reports.

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.
Reporting directly to the Manager, Equity Plan Solutions, this role bridges the gap between data administration, platform configuration, and client financial reporting.
Following initial training, assist in preparing, reviewing, and executing client equity compensation expense calculations, valuations, and disclosure reports.
Foundational exposure to or basic knowledge of corporate equity compensation concepts (such as stock options or restricted stock units).
Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes).

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.
Ready to be part of the action?

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

This listing is sourced directly from TMX's careers page and normalized into a canonical job model.