Position Overview
Become a vital part of Confluence as a Client Consultant in Toronto, Canada, where you will support clients using advanced analytics tools within the Paris platform. Connect with institutional investors and drive impactful outcomes.
This full-time position in the Client Experience department requires you to manage client relationships with a high degree of independence. Your background in investment performance and technology will position you to confidently advise clients. Note that you may need to travel occasionally, about 10β15%, to fulfill client engagement needs.
Key Responsibilities:
β’ Deliver client support using the Paris investment platform
β’ Act as a trusted partner in performance and analytics discussions
β’ Maintain autonomy in client relationship management
β’ Travel periodically to enhance client interactions
β’ Integrate financial technology experience into client service
Requirements:
β’ 3+ years in...