Client Consultant

August 19

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Confluence

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Finance • Fintech • SaaS

Confluence is a global leader in data-driven investment management solutions. The company partners with clients to deliver products and services designed to optimize efficiency and control in financial operations. Confluence offers sophisticated portfolio analytics solutions, multi-asset risk management, integrated data management, and regulatory compliance services. This empowers organizations to transform raw data into meaningful insights and meet complex data challenges, enhance performance, and comply with global regulatory requirements. Confluence's client base includes institutional investors, asset managers, and service providers, who rely on its solutions for performance measurement, risk analytics, comprehensive reporting, and investor communication.

501 - 1000 employees

Founded 1991

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• United States- REMOTE • Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

🎯 Requirements

• Client Consultants play a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external, by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills. • Consultants collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals. • A Client Consultant should have a good understanding of best practices, can execute on tasks with limited supervision from others. Individuals will create intermediate level insight and recommendations in their area of expertise. Individuals in this role will continue to provide support to the analytics team members and begin to lead the client service efforts with intermediate complexity. • You may have worked as a ‘Client Consultant’, or 'Client Specialist’. • You should be proficient in the FinTech industry with strong problem-solving abilities, time management, and effective communication capabilities

🏖️ Benefits

• Generous Time Off packages including additional half days with each public holiday in your location. • Global Career Development opportunities • Social Events • Referral Bonus scheme - Upto $3,000 per successful referral • Plus many more! • Flexible working options for all employees • #LI-Remote • Medical, dental, vision, FSA and/or HSA spending accounts, life insurance, disability coverage and generous paid time off • 401(k) plan with company-match • discretionary bonus program based upon company and personal objectives