Client and Migration Associate

About the position

Our client is a revolutionary web-based application that gives companies all the tools to manage their share incentive plans. it makes the understanding, administration and accounting of share plans easier & more accessible for both listed and unlisted clients.
They have 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 grads. In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries.

What will I be doing?
? Learn and understand all the technical aspects relating to their share plan product to onboard clients and client information onto the platform, and manage client requirements
? Implement and advise on the technical aspects of the 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

Requirements:
? 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 basic coding
? CFA, level 1 2 or 3
? Mathematics degree or background

Desired Skills:

• Financial degree
• Strong academic record
• Basic coding
• CFA level 1 2 or 3
• CA
• Strong Excel skills

Desired Qualification Level:

• Honours