Found Description
Take on a crucial role as a Client Success Specialist with TSX Trust’s Equity Plan Solutions. This hybrid position in Calgary or Montreal blends data administration, financial reporting, and client relationship management.
Suitable candidates will hold a Bachelor’s degree in Business, Finance, Accounting, or related fields, along with 1-2 years of experience in data analysis or corporate accounting environments. This role will see you taking ownership of client plan data, supporting onboarding processes, and ensuring accurate financial reporting. Your analytical prowess will be key in fostering successful client relationships and handling comprehensive data management tasks.
Key Responsibilities:
• Manage client data and execute necessary updates
• Prepare and review equity compensation financial reports
• Facilitate the client onboarding journey and documentation
• Coordinate ongoing data maintenance and statement issuance
• Address client inquiries related to sys...
Suitable candidates will hold a Bachelor’s degree in Business, Finance, Accounting, or related fields, along with 1-2 years of experience in data analysis or corporate accounting environments. This role will see you taking ownership of client plan data, supporting onboarding processes, and ensuring accurate financial reporting. Your analytical prowess will be key in fostering successful client relationships and handling comprehensive data management tasks.
Key Responsibilities:
• Manage client data and execute necessary updates
• Prepare and review equity compensation financial reports
• Facilitate the client onboarding journey and documentation
• Coordinate ongoing data maintenance and statement issuance
• Address client inquiries related to sys...
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