Client Management & Migration Associate

WatersEdge Solutions; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A global technology group seeking a dynamic Client Management & Migration Associate in Johannesburg. This role involves onboarding new clients, providing technical guidance on a web-based platform, and maintaining client relationships. The ideal candidate should have a finance-related degree and exceptional Excel skills. A proactive self-starter with strong analytical abilities is essential. Opportunity for career growth in a cutting-edge technology environment.

Qualifications

• BSc in Finance, Accounting, or related field is required.
• Exceptional academic performance is essential.
• Excel proficiency is crucial for this role.

Responsibilities

• Assist with onboarding new clients and data management.
• Provide technical guidance on the share plan platform.
• Lead client communication and award issuance processes.
• Deliver training to clients and support them continuously.
• Maintain and grow client relationships, identifying upselling opportunities.

Skills

Analytical skills

Problem-solving abilities

Communication skills

Advanced Excel skills

Education

Bachelor’s degree in Finance or Accounting

Job description

Overview

Are you a driven and analytical finance graduate eager to work at the intersection of finance, technology, and client engagement? Our client, an award-winning global technology group, is seeking a dynamic Client Management & Migration Associate to join their innovative and agile team. This is an exciting opportunity to gain exposure to a cutting-edge web-based platform used by leading companies to manage their share incentive plans.

Responsibilities

• As a Client Management & Migration Associate, you will: assist with onboarding new clients and uploading share plan data onto the system; provide technical and product guidance on the share plan platform; advise on IFRS 2 and related incentive queries; lead client communication including broker interactions and award issuance processes; deliver platform training to clients and offer continuous support; maintain and grow client relationships, identifying upselling opportunities; gather client feedback and collaborate internally to enhance platform functionality.

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, or related field (CA or equivalent preferred)
• Exceptional academic track record
• Advanced Excel skills (non-negotiable)
• Strong analytical, problem-solving, and communication abilities
• Proactive self-starter, capable of working independently and in a team
• Highly organised and deadline-driven

If you have not been contacted within 10 working days, please consider your application unsuccessful.