Client Success & Platform Migration Specialist

Datafin IT Recruitment; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading FinTech company in Johannesburg seeks a Client Management & Migration Associate to assist clients with technical queries and onboarding processes. Ideal candidates will have a financial background, a Bachelor’s Degree (CA or equivalent), and strong Excel skills. You will also need excellent communication abilities and the capacity to work under pressure while maintaining client relationships. This position offers a dynamic team atmosphere and opportunities for training and development.

Qualifications

• 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.

Responsibilities

• Learn and understand all the technical aspects relating to the product to onboard clients.
• Implement and advise on the technical aspects of the product.
• Set up award issue and exercise processes, including communication with brokers.
• Assist clients with IFRS 2 and incentive-related queries.
• Build relationships with the client.
• Maintain client relationships and offer solutions.
• Understand client needs and collaborate with staff to enhance the product.
• Create and provide training to clients in using the platform.
• Provide ongoing feedback and ideas to management.

Job description

A leading FinTech company in Johannesburg seeks a Client Management & Migration Associate to assist clients with technical queries and onboarding processes. Ideal candidates will have a financial background, a Bachelor’s Degree (CA or equivalent), and strong Excel skills. You will also need excellent communication abilities and the capacity to work under pressure while maintaining client relationships. This position offers a dynamic team atmosphere and opportunities for training and development.