Client Consultant - Style NA

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

Job summary

An innovative firm is seeking a dynamic Client Consultant to enhance client experiences in Style Analytics. This role involves acting as the primary contact for clients, ensuring their needs are met and their potential is realized. The ideal candidate will possess a strong understanding of Equity and Fixed Income asset classes, along with exceptional client relations skills. Join a global organization that values integrity, imagination, discipline, and service, offering generous benefits and opportunities for professional growth. If you are passionate about the financial industry and client success, this is the perfect opportunity for you.

Benefits

Generous Time Off packages

Global Career Development opportunities

Social Events

Referral Bonus scheme

Medical, dental, and vision insurance

401(k) plan with company match

Discretionary bonus program

Qualifications

• Strong client orientation and experience in establishing good client relations.
• Knowledge of Equity and Fixed Income asset classes is essential.

Responsibilities

• Support Style Analytics clients as the first point of contact for queries.
• Collaborate with Account Management, Tech Support, and Product teams.

Skills

Client Orientation

Equity Asset Class Knowledge

Fixed Income Asset Class Knowledge

Client Relations

Job description

Client Consultant - Style NA

Department: Client Experience

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Mike Jervis

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

Description

US Remote

Why Confluence?

Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. 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's purpose is to support Style Analytics clients, including Asset Managers, Asset Owners, and Investment Consultants, acting as the first point of contact for all queries. You will facilitate the clients’ use of the system, ensuring that their experience is positive and potential is realised. The role acts as a value-add service, where you will also be responsible for working collaboratively with Account Management, Tech Support and Product teams to help grow our business opportunities.

What skills and experience do I need to succeed?

We are seeking a talented individual with excellent knowledge of Equity and Fixed Income asset classes to join our team. The ideal candidate will have a strong client orientation experience, demonstrating the ability to establish, promote, and nurture good client relations both internally and externally.

If you are passionate about the financial industry and have a proven track record in client relations, we would love to hear from you.

You may have worked as a ‘Client Consultant’, ‘Client Specialist, or 'Associate Client Consultant’.

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:

1. Generous Time Off packages including additional half days with each public holiday in your location.
2. Global Career Development opportunities
3. Social Events
4. Referral Bonus scheme - Up to $3,000 per successful referral
5. Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-Remote

Values

We look for people who align with our 4 values:

1. Integrity: Face reality with honesty, courage and accountability
2. Imagination: Deal creatively with challenges and envision what the world could be
3. Discipline: Build good habits into reflexes which become a part of our life
4. Service: Committed to the success of others

Salary Range: $55,000 to $60,000 annually + any other benefits such as bonus

Upon joining our company, Confluence provides team members and their families with a competitive benefits offering which includes medical, dental, vision, FSA and/or HSA spending accounts, life insurance, disability coverage and generous paid time off. Employees are also able to participate in Confluence’s 401(k) plan, which includes a company-match. Additionally, Confluence offers a discretionary bonus program based upon company and personal objectives. The salary range for this role is benchmarked against market data.

Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today.