Client Consultant

Confluence Technologies, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Time Off

Global Career Development

Social Events

Referral Bonus

Job summary

Confluence Technologies, Inc. in Pittsburgh, PA is seeking a Client Consultant to support client deliveries across our regulatory reporting product suite. You will liaise with stakeholders, analyze client needs, and translate them into actionable requirements while learning our fintech platforms.

This junior role emphasizes collaboration, problem solving, and clear communication. You will build experience in investment management systems, exposure to global clients, and work with

Qualifications

• Bachelor's degree required.
• 1-3 years in banking or fintech.
• Proficiency in Excel and SQL.

Responsibilities

• Collaborate with clients to understand their business problems and translate into requirements.
• Assist in designing implementations to meet client goals.
• Support regulatory reporting product engagements and client delivery.

Skills

Excel

SQL

Regulatory knowledge

Education

Bachelor's degree in a related field

CFA

CIPM

ITIL

FRM

Job description

Client Consultant

Department: Client Experience

Employment Type: Permanent - Full Time

Location: Pittsburgh, PA

Reporting To: Hannah Maher

Description

Location Pittsburgh, PA

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. 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.

More about the role & team

The Client Consultant plays 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.

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. This is a junior level role supporting the clients of one of Confluence's 30 software products, focused on regulatory reporting. Knowledge of regulatory reporting is helpful, but not required. Must have some background/knowledge and interest in investment management.

What skills and experience do I need to succeed?

• Bachelor's degree in a related field
• 1-3 years of experience in banking or financial technology
• Excel
• CFA, CIPM, ITIL or FRM is advantageous
• SQL

Job Competencies

• Problem-Solving
• Time Management
• Communication
• Analytical Skills
• Data Analysis
• Project Management
• Customer Service

What do we offer?

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

• 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!

More about the Location

We offer flexible working options for all employees.

#LI-Remote, #LI-Hybrid Must be commutable to Pittsburgh office.

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Pre-Employment Screening Disclaimer

As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.