Client Management/Migration Associate
Datafin
Johannesburg, Gauteng
6d ago
source : findojobs-za

Job descriptionA fast-growing company specializing in financial services has an exciting opportunity for a young, highly-motivated individual who is smart and interested in being part of this dynamic team.

In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries Duties : Learn and understand all the technical aspects relating to the companys plan product to onboard clients and client information onto the company platform, and manage client requirementsImplement and advise on the technical aspects of companys share plan productSet up award issue and exercise processes, including communication with brokers to ensure a seamless trading processAssist clients with IFRS 2 and incentive related queries and in using the systemBuild relationships with the clientMaintain client relationships and offer new or existing solutions to existing clientsUnderstand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirementsCreate and provide training to clients in using the platformProvide ongoing feedback and ideas to management on ways to improve the systemRequirements : Finance degree is a prerequisiteStrong academic record & technically proficient (finance)Strong excel skills is a prerequisiteAnalytical and problem-solving skillsExcellent communication skills (email and in-person)Can lead client meetingsCan work in a team environment and alone (self-starter)Knows how to prioritise tasks and provide excellent serviceDeadline driven and can work under pressureBeneficialExperience in VBA or other basic codingCFA, level 1 2 or 3Mathematics degree or backgroundPersonal Skills / Attributes Client, Management, Migration, Associate

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