Become a pivotal Client Onboarding Specialist at TMX, focusing on product adoption and customer success. This hybrid role involves direct client engagement, onboarding setup, and collaboration with teams.
As an Onboarding Specialist at TMX, you'll support new clients through onboarding processes and ensure seamless integration with our diverse financial products. You'll guide clients, manage relationships, and facilitate training sessions to ensure they can utilize our offerings effectively. Your expertise will drive customer satisfaction and retention by optimizing the onboarding experience for each unique client.
Key Responsibilities:
• Schedule and coordinate client onboarding meetings
• Serve as primary contact during client onboarding phases




• Guide clients through the onboarding setup and configuration
• Conduct knowledge-sharing workshops for clients
• Manage issue resolution and escalation processes
Requirements:
• Experience in client relationship management
• Proficient in technical applications and software
• Solid organizational skills to manage multiple initiatives
• Ability to analyze data and identify discrepancies
• Excellent communication skills across teams
Elevate client relationships and product adoption while ensuring a smooth onboarding journey at TMX.
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📌 Client Onboarding Specialist in Toronto
🏢 TMX
📍 Toronto