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Client Management & Migration Associate

Employer
Gauteng
Location
Melrose Arch Melrose Arch North Johannesburg, South Africa
Salary
Competitive
Closing date
Feb 7, 2025
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
IntroductionAn online, cloud-based solution company that brings all share scheme management tasks into one application is seeking 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.

Duties & Responsibilities
  • Learn and understand all the technical aspects relating to ShareForce's share plan product to onboard clients and client information onto the ShareForce platform, and manage client requirements
  • Implement and advise on the technical aspects of ShareForce's 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
Desired Experience & Qualification
  • 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
Beneficial:
  • Experience in VBA or other basic coding
  • CFA, level 1 2 or 3
  • Mathematics degree or background
Package & Remuneration

Should you not receive a response within 14 days, please consider your application as unsuccessful.

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