Join TMX in Montreal as a hybrid Client Success Specialist. This role demands expertise in data analysis and exceptional client interaction to drive success in equity plan solutions. In the Equity Plan Solutions team at TMX, you'll leverage your data skills to support client financial reporting and system configurations.
Your ability to multitask and coordinate onboarding will enhance the client experience. The culture at TMX fosters collaboration and a solid focus on client service. Key Responsibilities:
- Oversee client plan data and system configurations
- Assist in preparing equity compensation calculations
- Support client onboarding and project tracking
- Maintain routine data upkeep and client statements
- Address client system inquiries and provide assistance Requirements:
- Bachelor’s degree in Finance or related field
- 1-2 years of experience in data management
- Strong proficiency in MS Excel and documentation tools
- Basic knowledge of equity compensation
- Effective communication and organizational skills Bring your analytical talents and client service expertise to TMX for a rewarding career path.
📌 TMX Hybrid Client Success Specialist (Montreal)
🏢 TMX Group
📍 Montreal
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