Job Title

Client Management & Migration Associate

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Market Related
Sector: Sales
Posted: 11 January 2024

Job Details

A revolutionary, web-based application that gives companies all the tools to manage every aspect of their share incentive plans has an exciting position 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 graduates. In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries.

Location: Johannesburg, South Africa


  • Learn and understand all the technical aspects relating to the company’s share plan product to onboard clients and client information onto the company’s platform, and manage client requirements
  • Implement and advise on the technical aspects of the company’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

Knowledge/Experience in the following areas will be beneficial but not required:  

  • Experience in VBA or other basic coding
  • CFA, level 1 2 or 3
  • Mathematics degree or background