Talent.com
Confluence Technologies, Inc.
Client Consultant at Confluence TorontoConfluence Technologies, Inc. • Winnipeg, Canada
No longer accepting applications
Client Consultant at Confluence Toronto

Client Consultant at Confluence Toronto

Confluence Technologies, Inc. • Winnipeg, Canada
10 days ago
Job type
  • Full-time
Job description
Become a vital part of Confluence as a Client Consultant in Toronto, Canada, where you will support clients using advanced analytics tools within the Paris platform. Connect with institutional investors and drive impactful outcomes.

This full-time position in the Client Experience department requires you to manage client relationships with a high degree of independence. Your background in investment performance and technology will position you to confidently advise clients. Note that you may need to travel occasionally, about 10–15%, to fulfill client engagement needs.

Key Responsibilities: • Deliver client support using the Paris investment platform • Act as a trusted partner in performance and analytics discussions • Maintain autonomy in client relationship management • Travel periodically to enhance client interactions • Integrate financial technology experience into client service

Requirements: • 3+ years in the investment industry focused on performance • Proficient in financial technology platforms, Paris preferred • Bachelor’s degree required in finance or economics • Strong skills in client interaction and independent operation • Relevant professional certifications like CFA or CIPM

Make a significant impact on client satisfaction and growth at Confluence in Toronto. #J-18808-Ljbffr
Create a job alert for this search

Client Consultant at Confluence Toronto • Winnipeg, Canada

Similar jobs

Client-Focused Operations Consultant At Sephora

Carpedia InternationalWinnipeg, Canada
Full-time

Drive operational excellence by analyzing processes, coaching client managers, and designing tools to improve visibility and performance in client-facing roles.Requires a Bachelor's degree and ... Show more

 • Promoted

Financial Consultant at Assiniboine Credit Union

Assiniboine Credit Union LtdWinnipeg
Full-time

Become a Financial Consultant at Assiniboine Credit Union in Winnipeg, MB.Deliver personalized financial advice supporting a diverse range of member needs in an on-site role.In this full-time role,... Show more

 • Promoted

AI Solutions Consultant at Quandri

MediumWinnipeg, MB, CA
Full-time

Join Quandri as an AI Solutions Consultant to lead innovations that transform insurance experiences across North America.This remote position integrates deep insurance knowledge with cutting-edge A... Show more

 • Promoted

Partner Ecosystem Manager at Foundant

Foundant Technologies Inc.Winnipeg, MB, Canada
Full-time

Drive impactful partner relations as Foundants Partner Ecosystem Manager.Enable consultants and firms to effectively contribute to grants management and philanthropy.Your primary role involves nurt... Show more

 • Promoted

Vice President, Client Services At Hub

CitcoWinnipeg, Canada
Full-time

A leading out-of-home advertising company seeks a Vice President, Client Services in Toronto.This role involves leadership in digital transformation and cross-functional collaboration to enhance cl... Show more

 • Promoted

Investor Services Associate at Apex Group

Apex Group Ltd (UK Branch)Winnipeg, MB, CA
Full-time

Join Apex Group in a rewarding role as an Investor Services Associate, focusing on customer service and transaction processing.Engage with clients to enhance relationships and drive success.Apex Gr... Show more

 • Promoted

Head of Liquidity at Berachain Remote

Blockchain WorksWinnipeg, MB, CA
Remote
Full-time

Lead the liquidity strategy at Berachain and enhance its DeFi ecosystem.This fully remote position calls for a strong finance and blockchain development background.As our Head of Liquidity, you wil... Show more

 • Promoted

Global Onboarding Consultant At Scotiabank

AppDirectWinnipeg, Canada
Full-time

About AppDirectBecome a digital, global citizen and enable the new generation of digital entrepreneurs around the world.AppDirect offers a subscription commerce platform to sell any product, throug... Show more

 • Promoted

Investor Services Associate at Apex Group

Apex Group LtdWinnipeg, MB, Canada
Full-time

Transform your career as an Investor Services Associate at Apex Group, where your role focuses on enhancing client relationships and processing investment transactions.Join a leading global organiz... Show more

 • Promoted

Lead D365 Finance Consultant at Argano

KesteWinnipeg, Manitoba, Canada
Full-time

Elevate client services as a Lead D365 Finance Consultant with Argano.Leverage 6-8 years of finance implementation experience to drive improvements in business technology.As a senior professional i... Show more

 • Promoted

Remote Business Development Lead at Berachain

Blockchain WorksWinnipeg, MB, CA
Remote
Full-time

Join Berachain as a remote Business Development Lead, catalyzing partnerships with enterprises while driving user onboarding in decentralized finance.Use your blockchain expertise for impactful gro... Show more

 • Promoted

Financial Consultant at Assiniboine Credit Union

Assiniboine Credit Union LimitedWinnipeg, MB, CA
Full-time

Join Assiniboine Credit Union as a Financial Consultant providing personalized banking solutions on-site in Winnipeg.Your role will focus on delivering insightful financial advice to help members a... Show more

 • Promoted

Private Trust Client Associate at TD

TD BankWinnipeg, MB, CA
Full-time

Join TD in Winnipeg as a Private Trust Client Service Associate focusing on Indigenous Trust Services.Play a vital role in trust administration and elevate the client experience with your service s... Show more

 • Promoted

Salesforce Consultant at Directive Consulting

DirectiveWinnipeg, MB, CA
Full-time

Elevate your Salesforce expertise as a Consultant at Directive Consulting, a leading B2B marketing agency.Drive high-velocity revenue through Salesforce configurations and CRM transformations.In th... Show more

 • Promoted

Client Onboarding Specialist at Payworks

PayworksWinnipeg, MB, CA
Full-time

Enhance client experiences as a Client Onboarding Specialist with Payworks in a hybrid work model.Deliver seamless onboarding and establish strong relationships from day one.In this key role on the... Show more

 • Promoted • New!

Integrations Consultant Expert at MaintainX

MaintainX, Inc.Winnipeg, MB, CA
Full-time

Become an Integrations Consultant Expert at MaintainX, revolutionizing how businesses leverage IoT technology in asset management.Enhance client success with your exceptional integration management... Show more

 • Promoted

Consulting Manager in Retail Tech at CitiXsys

CitiXsys - iVend RetailWinnipeg, Manitoba, Canada
Full-time

Join CitiXsys as a Consulting Manager, where your expertise will enhance partner and customer satisfaction in retail technology.Focus on pre-sales support and implementation leadership for optimal ... Show more

 • Promoted

Singapore-Based Growth Leader at Berachain

Berachain?Winnipeg, MB, CA
Full-time

Join Berachain as a Singapore-based Growth Leader to enhance user acquisition and develop strategic partnerships in the blockchain space.This is your chance to impact DeFi directly.In this role, yo... Show more

 • Promoted

Senior Oracle Financial Consultant At Apps

Apps Associates, LLCWinnipeg, Canada
Full-time

Elevate your career with Apps Associates as a Senior Oracle Financial Consultant.Focus on global implementations of Oracle Cloud Financials, providing expert guidance in a collaborative environment... Show more

 • Promoted

Experienced Consultant in Treasury at EY

EYWinnipeg, Manitoba, Canada
Full-time

Advance in your Treasury career with EY as an Experienced Consultant.This role emphasizes direct client engagement and team-oriented project execution.As a Senior Consultant in Treasury, you will l... Show more