Client Experience Consultant

Rimes Technologies; Toronto; On-site; CAD 70,000 - 95,000; Full time

Job summary

Rimes Technologies is seeking a Client Experience Consultant to join the CX North America team. You will manage and grow a portfolio of financial data clients, provide expert guidance on feed requirements, and lead periodic service reviews to ensure KPI adherence and client satisfaction.

You’ll collaborate with sales, account management and product teams to translate client needs into actionable improvements, leveraging your experience in the financial data industry and strong analytical

Qualifications

• 2+ years in financial data industry
• Excellent communication and organizational skills
• Analytical problem solving and curiosity about emerging technologies
• Bachelor’s degree in finance or related field
• Experience as a consultant or related client-facing role in financial data
• Strong interpersonal and team collaboration abilities
• Proficiency with financial spreadsheets, databases and applications
• Proficient in MS Excel and MS PowerPoint
• Knowledge of financial concepts including income benchmarks and securities
• Experience with Power BI, Snowflake, SQL, SFTP and ETL processes
• Experience in client-facing roles within financial markets

Responsibilities

• Manage and grow existing clients with oversight of workload for assigned accounts
• Provide expert advice on feed requirements and conduct periodical service reviews
• Lead production discussions and maintain strong client relationships
• Serve as escalation point for Second Line Feed management and provide data, product, and technical expertise
• Collaborate with cross-functional teams to ensure service quality and client outcomes

Skills

Financial data industry experience

Communication skills

Analytical skills

Graduate degree

Consultant experience

Interpersonal skills

Curiosity about AI

Excel proficiency

PowerPoint proficiency

Financial concepts knowledge

Power BI

Snowflake

SQL

SFTP/ETL knowledge

Client-facing experience

Education

Bachelor’s degree in finance or related field

Tools

Power BI

Snowflake

SQL

SFTP

ETL processes

MS Excel

MS PowerPoint

Job description

Rimes provides enterprise data management solutions to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than US$75 trillion in assets under management annually. The world’s leading institutional investors, asset managers and service providers rely on Rimes to help them make better investment decisions using accurate information and industry‑leading technology.

Client Experience ( CX ) teams own the technical relationship with the client, they are responsible and accountable for the service provided to a set of clients, within geographic regions. The Client Experience Consultant ensures the client’s service operates within a set of KPI’s and make suitable adjustments to ensure it continues to do so. Client Experience teams work with our clients to adapt the services received, in line with the ever‑changing requirements of the investment management industry. Alongside our sales and account management teams, CX team provides regular service reviews with our clients, to reinforce our value proposition, provide industry insight and uncover further opportunity to solve our client’s challenges.

We are currently recruiting for a Client Experience Consultant to join our CX North America team and supplement our global team. This is an excellent opportunity to join a well‑established firm with a global presence and significant growth potential.

Responsibilities

• Managing and growing existing clients:
• Oversight and management of all flow workload for a set of existing business accounts
• In depth knowledge of the existing accounts and history.
• Provision of expert advice to clients around their feed requirements.
• Periodical service reviews with the clients.
• Leading production discussions and maintaining strong working relationships.
• General point of escalation for the Second Line Feed management team and source of data, product and technical expertise;
• Systems

Qualifications

• 2+ Years Strong work experience in the financial data industry
• Strong communication, interpersonal and organizational skills
• Effective analytical and problem‑solving skills
• Candidates must be of Graduate caliber, preferably a bachelor's degree in a finance or a related field
• Experience as a Consultant or related position within the financial data industry.
• Strong interpersonal and team collaboration skills required
• Demonstrates curiosity about emerging technologies, particularly AI, and is interested in exploring how new tools can improve customer, employee, and business outcomes.
• Sound working knowledge of financial spreadsheets, databases and applications
• Experienced and highly proficient with MS Excel® and MS PowerPoint®
• Knowledge of Financial concepts, including income benchmarks and securities
• Experience with PowerBi, Snowflake, SQL, SFTP and ETL processes
• Experience in a client facing role within financial markets

Rimes is committed to promote the values of diversity and inclusion throughout the business. Whether it’s through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.