Client Support Associate

7 days ago

Toronto, Ontario, Canada TMX Group Limited Full time
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?

  • Now Hiring
  • Client Support Associate_


The Client Support Associate ("CSA") works in partnership with Associate Relationship Managers ("ARM") and Relationship Managers ("RM") to support and deliver existing products and services in order to meet the needs of our clients; and development of solid, long-term professional relationships with clients and prospects.


Key Accountabilities:


To ensure TSX Trust service delivery mandate is achieved by developing and maintaining strong working relationships with Issuer contacts to provide ongoing service/solutions, facilitate transactions, exchange information, and understand and communicate the Issuer's service requirements internally.- Day-to-day direct interface with ARM/RM to support and assist with requests from clients.

This may involve direct interactions with issuer clients and/or their agents- Provide assistance and/or operate securityholder meetings, including physical, virtual and/or hybrid meetings- Booking securityholder meetings, reviewing proxy related materials, creating/updating virtual meeting guide, conducting demos and rehearsals of the TSX Trust Virtual Meeting Platform- Assisting clients to navigate the virtual meeting platform, providing tutorials and guidance on the use of the platform and specific functionalities (i.e.

login to the admin portal, fielding questions, and managing communications)- Provide assistance to RMs and ARMs on the meeting day with respect to registration, tabulation and prepare reports for the meeting- Provide assistance to ARM/RM when they are out-of-the-office- Providing scheduled reports for issuer with standing instructions (i.e.

daily/weekly/monthly/quarterly).

Including tracking, adding/deleting issuers requesting scheduled reports- Providing copies of invoices to clients and review other charges, and obtaining backups (as requested).- Inputting invoices into the billing system- Providing various system-generated reports upon request in a timely manner- Requesting reports from Broadridge Financial Solutions (including NOBO list, geographical breakdown reports/residency reports, share range reports, etc).- Prepare and provide auditor confirmation reports.

Includes tracking incoming request and maintaining tracking spreadsheet)- Prepare and provide transfer agency confirmation letters, including confirmation to stock exchange, issuers, law firms and other agents- Record Date administration - inputting record date information into Transtar (for distributions and meetings)- Client Onboarding/New Business:

  • Maintain checklist for onboarding-
  • Set up client/CUSIP(s) in Transtar-
  • New Business Request (NBR) in SalesForce-
  • Set up issue in SalesForce-
  • Prepare New Appointment Memo (All Staff/CDS/DTC)-
  • Confirmation letter to the Exchange (if applicable)-
  • Set up of Generic Certificate / DRS-
  • Contact on CDS/DTC Memo for inquiries-
  • Off boarding administration (Termination)
  • Maintain checklist for termination-
  • Review termination clause/coordinate with AR to prepare final invoice-
  • Coordinate with operations to prepare records and provide to new TA (if applicable)-
  • Termination Memo (All Staff/CDS/DTC)-
  • AML/KYC/FINTRAC Administration/Maintenance
  • Scanning of documents/updating SalesForce-
  • Completing Risk Assessment /AML/KYC section in client profile in SalesForce-
  • Provide support to DCO/DRO-
  • Ensure certificate of incumbency/AML/KYC are up to date-
  • Distribution of dividend confirmation letters and memos to clients and CDS. Includes tracking and follow-ups for signed letters.
  • Distribution of conversion/redemption requests to clients. Includes tracking and follow-ups
  • Forwarding request for Legend Removal to clients/lawyers. Includes tracking and follow-ups.
  • SalesForce administration, network drive/cloud drive maintenance
  • Linkstar online portal administration. Involves set up of new user account, changing passwords or access level.
  • Security holder's Meeting
  • Review meeting setup request (from Meeting PAL); when required-
  • Send out proxy setup form/NOBO undertaking form-
  • Review of proxy materials and providing of comments-
  • Following up on print files and funds-
  • Request for DTC Omnibus Proxy (when applicable)-
  • Request for a

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