PERMANENT CONTRACTabout 2 months ago

Client Management Migration Associate (CA or equivalent) (JHB)

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South Africa

Job Description

Client Management Migration Associate (CA or equivalent) (JHB) | Job Mail

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1515 Other IT/Computer jobs in Johannesburg on Job Mail

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Client Management Migration Associate (CA or equivalent) (JHB)

Datafin

Saturday, 16 May 2026

18

IT/Computer - Other IT/Computer

Johannesburg

FULL TIME

Job Specification

Company

Reference Number 26152

Job Summary

Client Management & Migration Associate (CA or equivalent) (JHB)

Finance/Admin Johannesburg - Gauteng - South Africa

ENVIRONMENT:

JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client with IFRS 2 and incentive-related queries while creating and providing training to clients in using the platform. Applicants must have a financial background with a Bachelors Degree CA or equivalent, a strong academic record and be technical proficient in Finance with strong Excel skills.

DUTIES:

Learn and understand all the technical aspects relating to the product to onboard clients and client information onto the platform and manage client requirements.

Implement and advise on the technical aspects of the 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.

REQUIREMENTS:

Financial background with a relevant Bachelors 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 and alone (self-starter).

Knows how to prioritise tasks and provide excellent service.

Deadline driven and can work under pressure.

Advantageous

Experience in VBA or other basic coding.

CFA, Level 1, 2 or 3.

Mathematics Degree or background.

.

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Job Details

  • Country : Afrique du Sud

  • Contract Type : Permanent Contract

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Expert Application Advice

Technical proficiency — Apply Now expects hands-on mastery of Excel. Don't just list them: describe a concrete project where you used them and the outcome delivered.

Positioning — Your cover letter must answer one question: why YOU for THIS specific role right NOW? Avoid generic templates — one sentence on what you specifically bring beats three generic paragraphs.

Prospecting and results — Your new clients acquired and conversion rate are your strongest arguments. Show your detailed knowledge of local distributors and key players.

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