Client Consultant

Confluence; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Generous Time Off

Global Career Development

Social Events

Referral Bonus up to $3,000

Flexible working options

Job summary

Confluence in Pittsburgh, PA, is seeking a junior Client Consultant to support clients of our regulatory reporting product. You will collaborate with clients to understand business problems, translate them into requirements, and assist in designing the implementation to meet goals.

Ideal candidates have a Bachelor's degree, 1-3 years in banking or fintech, and skills in Excel and SQL. CFA/CIPM/ITIL/FRM certifications are advantageous, and US Citizenship or GC is required.

Qualifications

• Bachelor's degree in a related field.
• 1-3 years of experience in banking or financial technology (or relevant internship/co-op experience).
• Excel proficiency.
• CFA, CIPM, ITIL or FRM is advantageous.
• SQL experience.

Responsibilities

• Collaborate with clients to understand business problems and translate them into requirements.
• Assist in the design and delivery of implementations to meet client goals.
• Support the delivery of solutions to clients of our regulatory reporting product.

Skills

Analytical thinking

Communication

Time management

Problem solving

Data analysis

Customer service

Team collaboration

Education

Bachelor's degree in a related field

CFA

CIPM

ITIL

FRM

Tools

Excel

SQL

Job description

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.

Department: Client Experience

Location: Pittsburgh, PA

Description

Location: Pittsburgh, PA

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.

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.

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 (or relevant internship/co-op experience)
• Excel
• CFA, CIPM, ITIL or FRM is advantageous
• SQL

US Citizenship or Permanent Residency (Green Card) is required as we are not able to sponsor visas.

Job Competencies

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

What do we offer?

• 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!

We offer flexible working options for all employees.

Must be commutable to Pittsburgh office.

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.

If you believe that this job posting is noncompliant, please email us at [e-mail].