Client Success Specialist at TSX Trust

Become an integral part of the Equity Plan Solutions team at TSX Trust. As a Client Success Specialist, you'll handle data management, system configurations, and client financial reporting in a hybrid role based in Calgary or Montreal.
This multifaceted role requires a Bachelor’s degree in Business, Finance, or Accounting, and 1-2 years of professional experience in an analytical or data-driven environment. You will manage client plan data, assist with financial reporting, and support onboarding processes while developing strong client relationships. Your analytical skills will be put to the test as you support complex financial data management and ensure operational excellence.
Key Responsibilities:
• Administer client plan data and execute setups
• Prepare and analyze equity compensation expense reports
• Support client onboarding and access management
• Coordinate data maintenance and routine client reporting
• Act as first point of contact for client inquiries<...