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Confluence Technologies, Inc.
Client Consultant at Confluence TorontoConfluence Technologies, Inc. • Winnipeg, Canada
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Client Consultant at Confluence Toronto

Client Consultant at Confluence Toronto

Confluence Technologies, Inc. • Winnipeg, Canada
Il y a 8 jours
Type de contrat
  • Temps plein
Description de poste
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
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Client Consultant at Confluence Toronto • Winnipeg, Canada

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