Johannesburg: Client Management Migration Associate (CA or equivalent) (JHB) posted by Datafin
Posted on 2025-05-21 00:00:00
| Employer | Datafin |
|---|---|
| Category | Other IT/Computer |
| Location | Gauteng / Johannesburg |
Job Summary
Johannesburg – Gauteng – South Africa
- Learn and understand all the technical aspects relating to the product to onboard clients and client information onto the platform and manage client requirements.
- Implement and advise on the technical aspects of the 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.
- 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.
- Experience in VBA or other basic coding.
- CFA, Level 1, 2 or 3.
- Mathematics Degree or background.
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