FinTech Client Success & Migration Specialist

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.

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

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.