Job Description
TMX Group is a leading global exchange organization that connects cross-functionally and enhances capital markets. The Relationship Manager, Equity Plan Solutions is responsible for developing long-term relationships with clients, managing inquiries, and ensuring the administration of employee plans according to agreed terms. 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 Effective written, verbal and listening skills Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize Develops and maintains strong relationships with internal and external clients. Proven ability to understand clients' needs and develop the appropriate solutions Show discretion and ability to handle confidential issues High level of self-motivation and at ease working independently when necessary Pleasant, diplomatic manner and disposition in interacting with management, co-workers and the general public Strong organizational skills and attention to detail Experience building successful internal/external relationships Works well in a team environment, actively contributes to the success of the group 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 Company Overview TMX Group is a corporation that manages many marketplaces to offer investment options to its clients. It was founded in 2008, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is