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Client Implementation Specialist

Client Implementation Specialist

CA Financial AppointmentsWestlake, South Africa
30+ days ago
Job description

SUMMARY :

Experienced Fund Accountant profile sought who is not only experienced but also passionate about cli

POSITION INFO :

Experienced Fund profile sought who is not only experienced but also passionate about client take-ons, managing the transition process and driving efficiency in the space for a well-established team.

Responsibilities :

  • Engage and assist with new client take-ons, transitions and take-offs
  • Assist with fund set ups, fee calculator and NAV recon books builds
  • Support optimisation of this team and processes
  • Supporting and being the interface between business development and operations
  • Utilise technology stack for client relationships
  • Use client reports and dashboards to better communicate internally and externally

Requirements :

  • Minimum of completed degree in Accounting / / Commerce or similar
  • Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure
  • Advanced MS Excel Skills
  • Excellent team player for a high performing team with multiple priorities
  • High attention to detail
  • Proactive and solutions focused
  • Ability to work well under pressure
  • Analytical thinker and strong problem solver
  • Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role.