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

Datafin; Johannesburg; On-site; ZAR 420,000 - 650,000; Full time

Job summary

A dynamic FinTech company in Johannesburg is seeking a passionate Client Management & Migration Associate. This role involves onboarding clients, assisting with technical queries, and providing training on the platform. Ideal candidates should possess a financial background with a Bachelor’s Degree (CA or equivalent), demonstrate strong Excel proficiency, and have excellent communication skills. You will build and maintain relationships with clients while ensuring a seamless trading process. Competitive environment that encourages professional growth.

Qualifications

• Financial background with a relevant Bachelors 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.

Responsibilities

• Learn and understand all technical aspects to onboard clients.
• Implement and advise on the technical aspects of the product.
• Set up award issue and exercise processes.
• Assist clients with IFRS 2 and incentive-related queries.
• Build and maintain relationships with clients.
• Create and provide training to clients on the platform.
• Provide feedback and ideas to improve the system.
• Provide ongoing feedback to management on system improvements.

Skills

Financial background

Strong Excel skills

Analytical skills

Excellent communication

Problem-solving skills

Client meeting leadership

Teamwork

Education

Bachelors Degree (CA or equivalent)

Tools

Excel

Job description

Client Management & Migration Associate (CA or equivalent) (JHB)Finance/Admin

ENVIRONMENT

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 Bachelors 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 Bachelors 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

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