Client Management & Migration Associate
- Employer
- Gauteng
- Location
- Melrose Arch Melrose Arch North Johannesburg, South Africa
- Salary
- Competitive
- Closing date
- Feb 7, 2025
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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
Should you not receive a response within 14 days, please consider your application as unsuccessful.
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
- 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
- Experience in VBA or other basic coding
- CFA, level 1 2 or 3
- Mathematics degree or background
Should you not receive a response within 14 days, please consider your application as unsuccessful.
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