Client Management & Migration Associate (CA or equivalent) (JHB) (26152) | Datafin Recruitment
Job Location : Gauteng, Johannesburg
Deadline : January 29, 2026
About the Role
This role leads the technical migration of complex financial data for high-value corporate clients during institutional transitions. Utilizing Oracle for financial consolidation and Salesforce for client relationship data, the associate ensures 100% compliance with auditing and financial reporting standards. Their expertise mitigates operational risk by ensuring data integrity during the migration process and providing the financial insights required for strategic decision-making.
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.
Career Growth & Education
A CA(SA) or equivalent professional accounting designation is mandatory for this senior financial role. Career progression leads toward Financial Controller or Partner in international consulting firms for those who master digital finance transformation. Participating in specialized fintech bootcamps and obtaining advanced certifications in data-driven auditing provides a pathway to high-level leadership in global financial services.
Salary & Financial Insight
Estimated monthly salaries for this specialized role range from R60,000 to R105,000, reflecting the high level of professional qualification. Professionals should prioritize offshore investment diversification and professional estate planning to manage their capital growth.
Interested and Qualified candidates should Click here to Apply Now
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