Opportunity Description
Elevate client relations as a Client Success Specialist with TSX Trust's Equity Plan Solutions. This hybrid role combines data administration and client financial reporting, ensuring seamless interactions.
As an integral part of the EPS team, you will manage daily data execution, configure systems, and report on client finances. This role is perfect for detail-oriented candidates who excel in multitasking within complex financial data environments. Collaboration is key, emphasizing a team-first culture in achieving success.
Key Responsibilities:
• Administer client plan data across specialized platforms
• Prepare and execute equity compensation expense calculations
• Support client onboarding and manage project timelines
• Coordinate routine data maintenance and client statements
• Act as contact for client inquiries and system demonstrations
Requirements:
• Bachelor’s degree in Business, Finance, or related field
• 1–2 years in analytical or corporate acc...
As an integral part of the EPS team, you will manage daily data execution, configure systems, and report on client finances. This role is perfect for detail-oriented candidates who excel in multitasking within complex financial data environments. Collaboration is key, emphasizing a team-first culture in achieving success.
Key Responsibilities:
• Administer client plan data across specialized platforms
• Prepare and execute equity compensation expense calculations
• Support client onboarding and manage project timelines
• Coordinate routine data maintenance and client statements
• Act as contact for client inquiries and system demonstrations
Requirements:
• Bachelor’s degree in Business, Finance, or related field
• 1–2 years in analytical or corporate acc...
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