Found Description
About the Role
The Client Success Specialist is an essential, multi‑faceted member of the Equity Plan Solutions (EPS) team at TSX Trust. Reporting directly to the Manager, Equity Plan Solutions, this role bridges the gap between data administration, platform configuration, and client financial reporting. Following structured training on our specialized employee plan systems and equity concepts, the Client Success Specialist will take direct accountability for managing day‑to‑day data execution, system configurations, and routine client financial reporting cycles.
Location: Hybrid (2‑3 days/week in the office) – based in Calgary, AB or Montreal, QC.
Key Accountabilities
- System & Plan Administration: Take ownership of client plan data within our specialized platforms. Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes). <...