Client Management and Migration Associate

2 days ago

Sandton, Gauteng, South Africa Catch Full time
Our client is a revolutionary web-based application that gives companies all the tools to manage their share incentive plans. it makes the understanding, administration and accounting of share plans easier & more accessible for both listed and unlisted clients.
They have 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 grads. In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries.

What will I be doing?
✓ Learn and understand all the technical aspects relating to their share plan product to onboard clients and client information onto the platform, and manage client requirements
✓ Implement and advise on the technical aspects of the 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 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 & 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 basic coding
✓ CFA, level 1 2 or 3
✓ Mathematics degree or background

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