Client Success Specialist

TMX Group

Client Success Specialist in TMX Group managing equity plan solutions and financial reporting tasks. Collaborating with clients and internal teams to ensure efficient data management and client onboarding.

Posted 6/13/2026full-timeCalgary • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Manage day-to-day data execution, system configurations, and routine client financial reporting cycles
Take ownership of client plan data within specialized platforms
Assist in preparing, reviewing, and executing client equity compensation expense calculations and valuations
Support end-to-end client onboarding workflow
Generate and send routine client statements and reports
Act as a point of contact for everyday client system and data inquiries

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting, or a related discipline
Ideally 1–2 years of professional experience in an analytical, data-driven, or corporate accounting environment
Strong proficiency in MS Excel
Advanced proficiency in MS Office Suite (Word and PowerPoint)
Foundational exposure to corporate equity compensation concepts
Exceptional written and verbal communication skills
Organizational agility and ability to multitask effectively

Benefits

Comp & perks

Wellness programs
Flexible working hours
Generous time-off and leaves

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data executionsystem configurationsfinancial reportingequity compensation calculationsvaluationsclient onboardingMS ExcelMS Office Suitedata analysis

Soft Skills

written communicationverbal communicationorganizational agilitymultitasking