Are you a sharp, analytically minded graduate with a passion for finance, technology, and client engagement? Our client—a fast-growing tech firm in the financial services space—is looking for a Client Management & Migration Associate to join their high-performance team. This is a unique opportunity to develop technical skills, manage high-level client relationships, and work at the intersection of finance and innovation.

About the Role
This exciting and technical client-facing role is ideal for someone looking to grow rapidly within a smart, agile, and high-calibre team. You will support clients through system migrations and product onboarding, while building your expertise in share plan administration, IFRS 2 accounting, and data modelling. You’ll work closely with senior stakeholders, delivering top-tier service and learning from some of the industry’s best.

Key Responsibilities

• Technical Onboarding: Learn and apply the financial and technical workings of a share plan platform to onboard clients and implement product solutions.
• Client Relationship Management: Serve as a trusted advisor to clients, addressing share plan queries, managing data migrations, and leading client meetings.
• Operational Delivery: Set up award issue and exercise processes, liaise with brokers, and ensure seamless system integration.
• Training & Support: Train clients to use the system effectively and support their ongoing technical and reporting needs.
• Cross-Functional Collaboration: Provide internal feedback on product improvements and collaborate across teams to enhance the client experience.

Skills & Experience
Must-Have:

• Financial background with a Bachelor’s degree (CA(SA) or equivalent preferred)

• Strong academic record and finance proficiency

• Excellent Excel skills

• Analytical thinker with strong problem-solving capabilities

• Excellent verbal and written communication skills

• Confident in leading client-facing discussions and meetings

• Proactive, self-driven, and able to manage multiple priorities in a deadline-driven environment

Preferred:

• Experience with VBA or other basic coding

• Progress in CFA (Level 1/2/3)

• Background in Mathematics or related discipline

Compensation & Benefits

• Competitive market salary

• High-growth learning environment with significant career development potential

• Exposure to top-tier clients and senior leadership

• Work with a highly skilled and collaborative team

• Unique opportunity – contribute to a growing global fintech product and make your mark

• Work-life balance – high-performance culture that values personal wellbeing

Company Culture & Values

• Better Than Yesterday – We embrace challenges and continuously improve.
• One Playground – We collaborate globally to achieve shared goals.
• Impact Over Input – Results matter.
• Obsession for Excellence – We set high standards and deliver with precision.

Ready to make your mark? This is an exciting opportunity to work at the cutting edge of finance and technology, where you can learn quickly, grow rapidly, and work with brilliant minds. If you’re ready to launch your career with purpose and impact, we want to hear from you.

Interested? Submit your CV and a brief cover note highlighting your experience and motivation for the role. Our consultants will be in touch to discuss this opportunity in more detail.

If you have not been contacted within 10 working days, please consider your application unsuccessful.