Client Management & Migration Associate

A revolutionary, web-based application that gives companies all the tools to manage every aspect of their share incentive plans has an exciting position for a young, highly-motivated individual who is smart and interested in being part of this dynamic team that consists of CAs and highly-skilled finance graduates. In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries.

Location: Johannesburg, South Africa

DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

• Learn and understand all the technical aspects relating to the companys share plan product to onboard clients and client information onto the companyâs platform, and manage client requirements
• Implement and advise on the technical aspects of the companyâs share plan 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 & alone (self-starter)
• Knows how to prioritise tasks and provide excellent service
• Deadline driven and can work under pressure

Knowledge/Experience in the following areas will be beneficial but not required: 

• Experience in VBA or other basic coding
• CFA, level 1 2 or 3
• Mathematics degree or background