Post-Trade Onboarding & Operations Specialist

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?

The Post-Trade Onboarding & Operations Specialist is a master at increasing product adoption and enabling customers' success through in-depth product understanding. They greet new customers in onboarding calls, often with a Client Service Manager present, and offer product tours, assist in setup, testing, and aid in implementation.

Onboarding is a crucial point in the customer journey. In many cases, it determines whether a customer stays or leaves. The Business Development / Client Onboarding Specialist is, therefore, a vital part of the Business Development & Strategic Client Engagement team. A Client Onboarding and Testing Specialist ensures smooth integration of new clients into a platform, product, or service by managing onboarding, training, and system testing. The role involves client engagement, technical validation, and process optimization.

He/she will work closely with the Strategy and Innovations team and the Head of Client Success, to ensure awareness of the full suite of products and services offered and a seamless onboarding experience for all clients.

This role is hybrid (50%/week in the office) - based in Toronto, ON.

Key Responsibilities:

• Coordinating and scheduling internal and external meetings related to onboarding client prospects across collateral management, ops, and trading desks.
• Client Relationship Management – Serve as the main point of contact during CCMS client onboarding, managing expectations across buy-side and sell-side operational teams.
• Guiding Clients Through Onboarding Processes – Ensure a seamless transition by assisting with system setup and configuration.
• Training & Documentation – Conduct walkthroughs, workshops, and knowledge-sharing sessions to educate clients on workflows.
• Account Setup & Configuration – Work closely with internal teams to configure client accounts, collateral eligibility schedules, concentration limits, and operational parameters for activation.
• Customisation & Requirements Gathering – Understand client-specific collateral requirements to tailor onboarding processes accordingly.
• Issue Resolution & Escalation – Troubleshoot onboarding challenges, coordinating with internal CCMS Product and Ops teams for swift resolution.
• Pre-Trade & Post-Implementation Testing – Validate CCMS system performance, end-to-end trade workflows, cash/securities movements, and integration points.
• UAT (User Acceptance Testing) Coordination – Work with clients to execute test cases covering exposure calculations, eligibility checks, and collateral movement messaging, capturing detailed feedback.
• Data & System Validation – Ensure accurate setup, trade execution, and reporting functionality.
• Regression Testing – Conduct end-to-end regression tests during CCMS platform releases to guarantee no disruption in service.
• Document Test Results & Findings – Provide detailed UAT execution reports, break analysis, and sign-off documentation to internal engineering teams and client stakeholders.
• Cross-Team Collaboration & Process Improvement:Work with Product, IT, and Ops Teams – Ensure technical, connectivity and operational readiness across all CCMS functional modules prior to go-live.Develop & Optimise Onboarding Processes – Identify operational bottlenecks in client setup and refine onboarding checklists for maximum efficiency.
• Conducting onboarding meetings, product tours, company presentations, and product demos highlighting CCMS core capabilities.
• Understanding customer context and goals and configure CCMS functionality to best serve those goals.
• Educating customers and optimise their CCMS product setup for the quickest path to operational go-live.
• Improving product adoption, customer retention, and help foster positive client relationships that drive long-term reliance on the CCMS platform.
• Assisting customer support with customer issues and requests.
• Providing materials to help customers learn best practices to achieve their desired outcomes faster and more efficiently.

Skills and Competencies:

• Effectively manages multiple initiatives and collaborates with various teams across the organization, as needed
• Comfortable working with a variety of technical applications and software, and gathering business requirements and mapping processes
• Detail focused with an ability to work with large volumes of data, keep organized and identify discrepancies and/or inconsistencies
• Able to work with clients and subject matter experts to collect detail and map out business processes, as needed
• Flexible to take on a variety of tasks, organized to keep track and diligent to ensure completion to meet deadlines 
• Ability to work independently with minimal direction and supervision, and capable of prioritizing tasks
• Strong analytical and goal-oriented mindset
• An aptitude for identifying inefficiencies and proposing processes improvements
• Good interpersonal skills with the ability to communicate effectively across teams and with varying personalities
• Strong communication skills and the ability to follow customer narratives to understand their point of view and find workable solutions to their issues.
• Ability to explain complex processes in simple terms and comfortable preparing presentations and presenting
• Reliable and ethical, respecting customers’ confidentiality at all times
• Willingness and ability to adapt to a changing environment and responsibilities

Must Have:

• University degree, preferably in Business or equivalent
• 3-5 years of experience in communications, customer service and support, sales, account management, or customer success. Customer success courses / training are good to have.
• Strong proficiency with Microsoft Office, Google Suite (Gmail, Docs, Slides & Sheets)
• Knowledge of Excel / Google Sheets (Vlookups, Hlookups, conditional formatting, if/and/or statements, index/match, concatenate, transpose, filtering, sum product, etc.)
• Knowledge of the Global Financial Markets industry, with an emphasis on North America

Nice to Have:

• Knowledge of CDS and/or CDS systems is an asset  
• Experience developing training materials and facilitating training with end-users is an asset
• Bilingual with the ability to speak, write and read in both French and English is an asset 

Salary Range: $70/hour-$75/hour CAD

Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience. 

The recruiting efforts for this role are intended to fill a vacant position.

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived! 

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located. 

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.