Client Success Specialist

Socket.dev; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Job summary

TMX Group in Montreal seeks a detail‑oriented Client Success Specialist to support Equity Plan Solutions. After structured training, you will manage day‑to‑day data execution, platform configuration, and client financial reporting cycles.

You will collaborate with Relationship Managers to prepare documentation and run routine statements, ensuring accuracy and timely delivery in a hybrid workplace (2–3 days in office).

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or related discipline, plus 1–2 years in data‑driven or corporate accounting environments.
• Strong Excel proficiency with lookups, sorting, formatting and pivot tables to manage large data sets.
• MS Office familiarity for reporting and presentations; document management with flowcharts and Acrobat.

Responsibilities

• Take ownership of client plan data within specialized platforms; load data, troubleshoot discrepancies, and configure plans (vesting, grant rules, blackout calendars, tax codes).
• Assist in preparing and reviewing client equity compensation expense calculations, valuations and disclosures.
• Support end‑to‑end client onboarding; manage profiles, access, project timelines and platform documentation.

Skills

Data analysis

Excel

MS Office

Bilingual English/French

Client service

Organizational agility

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

Adobe Acrobat Pro

PowerPoint

Word

Job description

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

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.

This position is designed for a detail-oriented professional who excels at multitasking, thrives on complex financial data sets, and actively embraces a collaborative, "team-before-self" culture.

This role is hybrid (2-3 days/week in the office) - based in Montreal, QC.

Key Accountabilities

• System & Plan Administration: Take ownership of client plan data within specialized platforms. Manage data file loads, troubleshoot discrepancies, and execute plan setups or updates (including vesting schedules, grant rules, blackout calendars, and tax codes).

• Financial Reporting & Analysis: Following initial training, assist in preparing, reviewing, and executing client equity compensation expense calculations, valuations, and disclosure reports. Help clients understand reporting calculations, results, and data reconciliations.

• Implementation & Client Onboarding: Support the end-to-end client onboarding workflow. Assist in preparing client profiles, managing user/plan sponsor access, tracking project delivery timelines, and providing platform documentation or meeting minutes.

• Lifecycle Support & Relationship Management: Coordinate routine data maintenance events (e.g., processing grant cancellations, releases, accelerations, and demographic updates). Generate and send routine client statements and reports.

• Client Service & Demonstrations: Act as a reliable point of contact for everyday client system and data inquiries. Collaborate with Relationship Managers to prepare functional documentation and support system demonstrations for prospective clients as platform familiarity grows.

• Operational Excellence: Contribute to testing system upgrades in testing environments, assist with tax reporting logistics, and proactively update internal desk operating procedures to maximize team efficiency.

• Team Contribution: Execute other activities as directed by the leadership team to support business growth.

Must-Have(s)

• Education & Experience: Bachelor’s degree in Business, Finance, Accounting, or a related discipline (or an equivalent combination of education and hands‑on experience), alongside 1–2 years of professional experience in an analytical, data‑driven, or corporate accounting environment where data validation and financial balancing were key components.

• Data & Excel Skills: Strong proficiency in MS Excel, with a proven comfort level utilizing lookup functions, data sorting, formatting, and pivot tables to organize and validate large data sets.

• Business Documentation & Tools: Advanced proficiency across the broader MS Office Suite (Word and PowerPoint) for reporting and presentations; experience utilizing flowcharts and Adobe Acrobat Professional for document management and process mapping.

• Equity Exposure & Aptitude: Foundational exposure to or basic knowledge of corporate equity compensation concepts (such as stock options or restricted stock units). Candidates with a strong background in general data migrations, client onboarding, or complex financial data management—combined with a proven aptitude and enthusiasm to rapidly learn specialized equity vehicles—are highly encouraged to apply.

• Client Service & Communication: Exceptional written and verbal communication skills, with a natural diplomatic demeanor and a proven record of managing internal/external client relationships.

• Organizational Agility: A self‑starting mindset with the ability to multitask effectively, prioritize deliverables under tight financial deadlines, and maintain strict confidentiality.

• Bilingualism in English and French.

Nice to Have(s)

• Experience working directly with specialized equity management software or employee plan platforms.

• Interest in pursuing or currently working toward a Certified Equity Professional (CEP) designation, a Canadian Securities Course (CSC) certificate, or an accounting credential (CPA).

The recruiting efforts for this role are intended to fill a vacant position.

For this role AI-assisted tools are utilised as one input in the application and screening process. AI does not make final hiring or interview decisions.

In the market for…

Excitement

Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection

With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact

More than a platform, we use our talents to power mission‑critical systems that drive global economic advancement, innovation, and growth. As well, our employee‑led Team Impact spreads social good via our giving strategy.

Wellness

From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger "we". Plus, with a cloud‑first and hybrid workstyle, as well as generous time‑off and leaves, we support a life well lived!

Growth

From a growth mindset in our work, to expansion in our business, TMX is home to action‑takers energized by the achievement of ambitious growth.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.