Client Experience Consultant

Rimes; Toronto; On-site; CAD 65,000 - 95,000; Full time

Job summary

Rimes is seeking a Client Experience Consultant to join the CX North America team. You will manage and grow a portfolio of existing clients, oversee the flow workload, and provide expert advice on feed requirements.

This role involves leading production discussions, maintaining strong client relationships, and conducting regular service reviews to ensure KPI targets are met and to uncover opportunities within the investment data domain.

Qualifications

• 2+ years of experience in the financial data industry.
• Strong communication, interpersonal and organizational skills.
• Effective analytical and problem-solving abilities.
• Candidates must be graduates, preferably a bachelor's degree in a finance or related field.
• Experience as a consultant or related position within the financial data industry.
• Strong interpersonal and teamwork skills.
• Demonstrates curiosity about emerging technologies, particularly AI, and exploring how tools can improve outcomes.

Responsibilities

• Managing and growing existing clients.
• Oversight and management of flow workload for a set of existing business accounts.
• Provision of expert advice to clients around their feed requirements.
• Periodical service reviews with the clients.
• Leading production discussions and maintaining strong client relationships.
• General point of escalation for data, product and technical inquiries.
• Databases, vendor methodologies, and client data usage.

Skills

Client relationship management

Communication skills

Analytical thinking

Team collaboration

Adaptability

Education

Bachelor's degree in finance or related field

Tools

PowerBi

Snowflake

SQL

SFTP

ETL

MS Excel

MS PowerPoint

Job description

About Rimes

Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into decision-grade intelligence. The world's leading institutional investors, asset managers, and service providers rely on Rimes to help them make better investment decisions that power more than US$ 75 trillion in AUM annually.

About Rimes

Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into decision-grade intelligence. The world's leading institutional investors, asset managers, and service providers rely on Rimes to help them make better investment decisions that power more than US$ 75 trillion in AUM annually.

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;
• Databases, vendor methodology
• Systems
• Client data usage

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.

Desirable

• 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

Only selected candidates will be contacted for interviews. We appreciate your understanding. Thank you for considering a career with us.

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. Visit our Careers page to see our complete listings.