Client Consultant - Style NA

Confluence; United States; Remote; USD 55,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Consultant to enhance client experiences in Style Analytics. This role involves supporting clients in navigating our systems and ensuring satisfaction while collaborating with diverse teams. With a focus on integrity and service, the company offers generous time off, career development opportunities, and a supportive work environment. If you have a passion for finance and excellent client relationship skills, this position is an exciting opportunity to contribute to a growing firm that values creativity and discipline.

Benefits

Generous Time Off

Global Career Development

Social Events

Referral Bonus Scheme

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Paid Time Off

Disability Coverage

Qualifications

• Strong knowledge of Equity and Fixed Income asset classes.
• Proven client relations experience is essential.

Responsibilities

• Support Style Analytics clients and facilitate their use of our system.
• Collaborate with various teams to grow business opportunities.

Skills

Client Relationship Skills

Knowledge of Equity and Fixed Income

Experience as Client Consultant

Job description

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Department: Client Experience

Location: United States

Compensation: $55,000 - $60,000 / year

Description

US Remote

Why Confluence?

Over the past several years, we have undergone positive change and growth to become the company we are today. Our global footprint now spans multiple countries, offering employees exposure to diverse cultures and markets. This growth has been driven by our dedicated team members.

About the Role & Team

The Client Consultant supports Style Analytics clients, including Asset Managers, Asset Owners, and Investment Consultants. You will be the first point of contact for client queries, facilitating their use of our system and ensuring a positive experience. You will also collaborate with Account Management, Tech Support, and Product teams to help grow our business opportunities.

Required Skills & Experience

We seek a talented individual with strong knowledge of Equity and Fixed Income asset classes and excellent client relationship skills. Experience as a Client Consultant, Client Specialist, or Associate Client Consultant is preferred. A passion for the financial industry and proven client relations are essential.

What We Offer

• Generous Time Off packages, including additional half days with each public holiday
• Global Career Development opportunities
• Social Events
• Referral Bonus scheme up to $3,000 per successful referral
• And many more benefits

Location & Work Environment

We offer flexible working options for all employees.

Our 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 that become part of our life
• Service: Committed to the success of others

Compensation & Benefits

Salary: $55,000 - $60,000 annually plus benefits such as medical, dental, vision, FSA/HSA, life insurance, disability coverage, paid time off, and 401(k) with company match. Bonuses are discretionary based on company and personal performance. Salary is determined by location, experience, and internal equity.

Application

If you're interested in a career at Confluence, please apply today.