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Client Consultant

Client Consultant

ConfluenceBoston, MA, United States
5 days ago
Job type
  • Full-time
Job description

Associate Client Consultant at Confluence

Join to apply for the Associate Client Consultant role at Confluence .

Department : Client Experience

Location : Boston, US (Hybrid)

Compensation : $95,000 – $120,000 per year

Overview

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. With Spiros Giannaros as CEO, we are entering a new phase of growth that builds on our legacy while accelerating our vision for the future. Our global footprint spans multiple countries, giving our employees the opportunity to get exposure to other cultures and work with a diverse client base.

Responsibilities

  • Collaborate with clients to understand their business problems, analyze current processes, and identify success criteria.
  • Translate client requirements into actionable designs and support the implementation of solutions that meet client goals.
  • Execute tasks with limited supervision, generate intermediate-level insights, and provide recommendations within your area of expertise.
  • Support analytics team members and lead client service efforts of moderate complexity.

Qualifications & Skills

  • Strong problem‑solving, time‑management, and communication abilities.
  • Keen analytical mind and proficiency in data analysis.
  • Experience in investment management, portfolio analysis, performance measurement, and regulatory frameworks.
  • Holding a Chartered Financial Analyst (CFA) designation or actively pursuing it is highly valued.
  • Proactive mindset with a passion for managing projects and driving results.

    • Benefits

  • Generous Time Off packages, including additional half days with each public holiday in your location.
  • Global Career Development opportunities.
  • Social events and networking.
  • Referral Bonus scheme – up to $3,000 per successful referral.
  • Plus many more benefits.

    • Location & Flexibility

    We offer flexible working options : 2 days per week in the office unless advised otherwise by hiring managers.

    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 a part of our life.
  • Service – Committed to the success of others.

    • Salary & Compensation

    Salary Range : $95,000 to $120,000 annually + any other benefits such as bonus. Competitive 401(k) plan with company match, discretionary bonus program, medical, dental, vision, FSA / HSA, life insurance, and disability coverage.

    Contact

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

    If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.

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    Client Consultant • Boston, MA, United States