Job Description

Position : Client Management and Migration Associate

Working Hours : Must be able to overlap with CT or EST hours for optimal collaboration with team members and clients.

Salary Range : $1,400-$1,800 monthly (LatAm)

Commission : Meeting commission is dependent on market capitalization of the company and share plan size, and this ranges from USD 50 - USD 100 per successful meeting held with the appropriate decision maker. If the client signs a licensee agreement, there is also a sign-on commission of USD 220.00

Holiday : TBD

Location of Search: Latin America

Company/Client Overview:

Client is a revolutionary web-based application that gives companies all the tools to manage their share incentive plans. Client makes the understanding, administration and accounting of share plans easier & more accessible for both listed and unlisted clients. Client has 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.

Duties and Responsibilities:

• Learn and understand all the technical aspects relating to client's share plan product to onboard clients and client information onto the platform, and manage client requirements
• Implement and advise on the technical aspects of client's 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

Minimum Requirements:

• At least 3-5 years of related experience
• Financial background with a relevant Bachelor’s degree (CA/CPA or Equivalent) preferred
• 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

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