Relationship Manager, Equity Plans Solutions

TMX Group is a leading global exchange organization that enhances capital markets. The Relationship Manager, Equity Plan Solutions develops long-term professional relationships with clients, identifying new business opportunities and ensuring high levels of customer service and value.

Responsibilities

• To ensure TSX Trust EPS mandate is achieved, develop relationships with Plan Sponsor contacts and understand and communicate Plan service requirements internally
• Communicate and coordinate servicing and operational activities with the appropriate departments within the organization
• Day to day direct interface with clients, managing requests and inquiries, and investigate/resolve if required
• To ensure Employee Plans are being administered according to Plan rules/ terms as agreed upon
• Review, approve, and/or disseminate EPS participant communication, if applicable
• Provide training to clients on Plan Sponsor tools and communicate procedural and/or regulatory/ government changes
• Update Plan Sponsor information and contacts on Salesforce, and/or other databases
• Manage projects and special events for existing clients (i.e., corporate actions, new Plans, account clean up, etc.)
• Create maintenance tickets (MTR), if applicable and/ or update accounts upon request
• Process grant transactions (i.e., cancellation, acceleration, and or release) and/or prepare files for release
• Create/update support tickets and follow up on outstanding tickets
• Update WEB content (i.e., menu mapping, update EPS content, add client documentation, etc.) if applicable
• Participate in testing in the UAT environment (i.e., new functionality, Plan changes, etc.)
• Review and negotiate client agreements, create and/or update/ maintain documentation such as desk operating procedures, client specific training guides (if applicable), Certificate of Authority, Tax Direction, etc
• To ensure clients are accurately billed and if accounts are in arrears, actively follow up
• To ensure TSX Trust EPS mandate is achieved
• Other activities as directed by Head of Client Management, EPS

Skills

• Bachelor's Degree, or equivalent experience
• Financial services industry experience, an asset
• At least 1 year experience with Employee Plans
• 1 to 3 years' experience in a similar role
• Proven experience in client management, with a focus on developing and maintaining strong relationships with internal and external clients
• Experience with Microsoft Office Suite of products, Excel, Word, Powerpoint and Access
• Communication: Effective written, verbal and listening skills
• Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize
• Client Service Orientation: develops and maintains strong relationships with internal and external clients. Proven ability to understand clients' needs and develop the appropriate solutions
• Confidentiality: Show discretion and ability to handle confidential issues
• Independent worker: High level of self-motivation and at ease working independently when necessary
• Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with management, co-workers and the general public
• Organization & Detail Oriented: Strong organizational skills and attention to detail
• Relationship Building: Experience building successful internal/external relationships
• Teamwork: Works well in a team environment, actively contributes to the success of the group
• Working under pressure: Poised, works well under pressure and accomplishing short and long term deadlines
• Canadian Securities Course or Equity Compensation Associate an asset
• Bilingual French/English an asset

Benefits

• Generous time-off and leaves
• Culture of flexibility and balance

Company Overview