Client Success Specialist at TSX Trust

Elevate client experiences with TSX Trust as a Client Success Specialist in Montreal, QC. This hybrid role involves data administration, financial reporting, and client onboarding for equity plans.
Join the Equity Plan Solutions team to support client success through detailed data management and analytical expertise. You will handle system administration, prepare financial reports, and manage the onboarding workflow for equity compensation plans. Your ability to communicate effectively will foster strong relationships with clients and enhance their understanding of equity compensation.
Key Responsibilities:
• Own client plan data and execute necessary updates
• Prepare and review equity compensation expense calculations
• Support onboarding workflows and user access
• Manage routine data maintenance and client communications
• Assist with system upgrades and operational procedures
Requirements:
• Bachelor’s degree in Business, Finance, or equivalent
• 1–2 ...