Client Success and Migration Specialist (JB5517)

Kontak Recruitment; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading recruitment agency seeks a Client Success and Migration Specialist to facilitate onboarding and support for clients on their platform. This role requires a strong background in finance and excellent communication skills. The ideal candidate is a recent graduate with a commitment to high-quality client service. The position offers R30,000 - R40,000 monthly, and requires advanced Excel skills and a degree in a relevant field.

Qualifications

• Strong foundation in finance with a passion for structured problem-solving.
• Confident communicator who can manage client expectations and lead conversations.
• Self-starter attitude with a commitment to excellence.
• Ability to juggle multiple priorities and meet deadlines in a fast-paced setting.
• Meticulous attention to detail and a drive for data accuracy.

Responsibilities

• Own the client onboarding process, ensuring seamless data migrations and platform setup.
• Manage award processes, broker communications, and trading events.
• Deliver user training and ongoing support to clients.
• Build strong relationships and become the go-to expert for your accounts.
• Collaborate with internal teams to improve platform features and client experience.

Skills

Technical data handling

Client communication

Analytical mindset

Problem-solving

Attention to detail

Education

Completed degree in Finance, Accounting, Commerce, Mathematics

Grade 12 or equivalent

Tools

Excel

VBA

Job description

Client Success and Migration Specialist(JB5517)
Location: Melrose Arch, Johannesburg, Gauteng
Salary: R30 000 - R40 000 per month
R60 000 per month, for CA(SA)
Employment Type: Permanent
Workplace: In-Office

Ready to launch your career?
Join a fast-paced FinTech company where your finance skills meet cutting-edge SaaS. This is a high-impact opportunity for a recent graduate with a sharp mind who wants more than just a number-crunching role.

This company develops innovative web-based solutions that simplify complex share incentive plans for over 150 companies worldwide. Backed by a global group, the company combines robust financial tech with a small, agile team environment.

As a Client Success and Migration Specialist, you’ll take ownership of onboarding and supporting clients on the company’s platform. Your role will blend technical data work, client communication, and cross-functional collaboration. You’ll gain exposure to global clients, C-suite teams, and a wide variety of share plan structures.

What You’ll Need to Succeed
Strong foundation in finance with a passion for structured problem-solving
Confident communicator who can manage client expectations and lead conversations
Self-starter attitude with a commitment to excellence
Ability to juggle multiple priorities and meet deadlines in a fast-paced setting
Meticulous attention to detail and a drive for data accuracy and process improvement

Minimum Requirements:
Grade 12, or equivalent.
Completed degree in Finance, Accounting, Commerce, or Mathematics with strong academic performance.
Advanced Excel skills and strong technical financial knowledge.
Excellent client communication skills (written and verbal).
Strong analytical and problem-solving mindset.
Organised, deadline-driven, and able to work both independently and in teams.
Comfortable leading meetings and managing client queries.

Highly advantageous:
Qualified CA(SA) with recently completed articles or 1–2 years post-articles.
Qualified CFA (Level 1, 2, or 3).
Experience in VBA or other basic coding.

Key Responsibilities:
Own the client onboarding process, ensuring seamless data migrations and platform setup.
Implement and advise on technical aspects of the share plan platform.
Manage award processes, broker communications, and trading events.
Respond to IFRS 2 and equity plan queries with confidence and technical insight.
Deliver user training and ongoing support to clients.
Build strong relationships and become the go-to expert for your accounts.
Collaborate with internal teams to improve platform features and client experience.

If you love working with data, building strong client relationships, and solving technical challenges, this could be the opportunity you have been looking for - Apply now!
#ClientManagement #FinTechJobs #SaaSCareers
#FinanceJobs #AccountingCareers #CAJobs #FinanceProfessionals #JohannesburgJobs #HiringNowSA

Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.*Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.