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Client and Migration Associate

8 hours ago8 views
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General Details
Location:
Kensington, Johannesburg
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
Key Responsibilities:
  • Learn and master the technical aspects of the share plan product.
  • Onboard new clients and migrate client data onto the platform.
  • Implement and advise on technical share plan processes.
  • Set up award, issue, and exercise processes, including liaising with brokers to ensure smooth trading.
  • Support clients with IFRS 2 and incentive-related queries.
  • Build and maintain strong client relationships.
  • Identify client needs and collaborate internally to enhance the platform.
  • Create and deliver client training on system usage.
  • Provide continuous feedback and improvement ideas to management.
Qualifications & Knowledge:
  • A financial background with a relevant Bachelors degree (CA or equivalent preferred).
  • Strong academic performance and technical finance capability.
  • Advanced Excel skills (essential).
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to lead client meetings confidently.
  • A self-starter who works well independently and in a team.
  • Strong time management and ability to work under pressure.
Beneficial (but not required)
  • Experience in basic coding.
  • CFA Level 1, 2, or 3.
  • Mathematics degree or strong mathematical background.

https://www.jobplacements.com/Jobs/C/Client-and-Migration-Associate-1245575-Job-Search-12-09-2025-04-13-23-AM.asp?sid=gumtree
Id Subtitle 1344500854
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Job Placements
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