Senior Client Consultant

Confluence Technologies; Cape Town; Hybrid; ZAR 600,000 - 800,000; Full time

Job summary

A global technology solutions provider is seeking a Senior Client Consultant in Cape Town. You will work hybrid, engaging with clients to deliver tailored solutions in the investment management sector. Candidates should have a relevant Bachelor's degree and 5-7 years of experience. The role offers generous time off, global career development opportunities, and a referral bonus scheme.

Benefits

Generous Time Off packages

Global Career Development opportunities

Social Events

Referral Bonus scheme

Qualifications

• 5-7 years of experience in Asset Management or similar fields.
• Strong comprehension of investment analysis and performance calculations.
• Ability to manage multiple priorities and thrive in fast-paced environments.

Responsibilities

• Act as liaison across various stakeholders to deliver solutions.
• Support and train key clients in technology solutions.
• Analyze client business problems and design effective implementations.

Skills

Client relationship management

Investment analysis techniques

Communication skills

Problem-solving

Attention to detail

Education

Bachelor’s degree

Job description

Overview

Location: Cape Town, SA — Hybrid

Why Confluence?

Confluence is a growing, global technology solutions provider to the investment management industry, with a footprint across Europe, North America, South Africa, Australia and Asia. We value our employees and the positive change and growth they help drive.

Responsibilities

• Client Consultants play a vital role in the successful delivery of solutions to clients and act as liaisons across a wide range of stakeholders, leveraging deep FinTech industry knowledge along with system, technology, analysis and communication skills.
• Consultants are responsible for consulting to, supporting and training key clients. They collaborate with clients to understand their business problems, analyze current processes, determine success criteria, translate requirements, and assist in design to deliver the best implementation to meet the clients’ goals.

Qualifications

• Bachelor’s degree in a field relevant to the role and a minimum of five to seven years of experience within Asset Management, Custodians, or Analytics Vendors.
• Strong understanding of investment analysis techniques and calculations, including performance, attribution, and analytics.
• Ability to thrive in a fast-paced environment with exceptional attention to detail and the capability to manage multiple priorities. Self-starter with a proactive mindset and initiative.
• Experience may be in roles such as Senior Client Consultant, Client Consultant, Client Specialist, or Consultant.

What 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 – Up to $3,000 per successful referral
• Plus many more!

About Confluence Technologies

Confluence is a leading global technology solutions provider to the investment management industry. We help clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence serves more than 1,000 clients in 40 countries with locations across Europe, North America, South Africa, Australia and Asia.

Documents

Senior client consultant

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Our Hiring Process

1. Applied
2. Screening Call with Talent Acquisition Team
3. Hiring Manager Interview
4. Final Interview Stage
5. Offer
6. Hired

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