Client Management & Migration Associate (CA or equivalent) (JHB)

DataFin; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A dynamic FinTech company is seeking a Client Management & Migration Associate in Johannesburg. The role involves supporting clients with technical queries, managing client relationships, and providing training on the platform. Ideal candidates will have a Bachelor’s degree in Finance, strong Excel skills, and a passion for financial services. A collaborative spirit and the ability to prioritize tasks under pressure are essential for success in this position.

Qualifications

• Financial background with a relevant Bachelor’s degree (CA or equivalent).
• Strong academic record & technically proficient in Finance.
• Strong Excel skills is a prerequisite.

Responsibilities

• Learn and understand all technical aspects to onboard clients.
• Assist clients with IFRS 2 and incentive-related queries.
• Create and provide training to clients in using the platform.

Skills

Strong Excel skills

Analytical skills

Communication skills

Education

Bachelor’s Degree (CA or equivalent)

Tools

VBA

Job description

Overview

JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client with IFRS 2 and incentive-related queries while creating and providing training to clients in using the platform. Applicants must have a financial background with a Bachelor’s Degree – CA or equivalent, a strong academic record and be technical proficient in Finance with strong Excel skills.

Duties

• Learn and understand all the technical aspects relating to the product to onboard clients and client information onto the platform and manage client requirements.
• Implement and advise on the technical aspects of the product.
• Set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process.
• Assist clients with IFRS 2 and incentive-related queries and in using the system.
• Build relationships with the client.
• Maintain client relationships and offer new or existing solutions to existing clients.
• Understand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirements.
• Create and provide training to clients in using the platform.
• Provide ongoing feedback and ideas to management on ways to improve the system.

Requirements

• Financial background with a relevant Bachelor’s degree (CA or equivalent).
• Strong academic record & technically proficient (Finance).
• Strong Excel skills is a prerequisite.
• Analytical and problem-solving skills.
• Excellent communication skills (email and in-person).
• Can lead client meetings.
• Can work in a team environment and alone (self-starter).
• Knows how to prioritise tasks and provide excellent service.
• Deadline driven and can work under pressure.

Advantageous

• Advantageous – Experience in VBA or other basic coding.
• Advantageous – CFA, Level 1, 2 or 3.
• Advantageous – Mathematics Degree or background.