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 Bachelor’s 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 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 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.