Client Consultant

Client Consultant

Department : Client Experience

Employment Type : Permanent - Full Time

Location : Boston, US

Reporting To : Sana Stephens

Description

Boston-Hybrid

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. 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

Client Consultants play a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external, by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills. Consultants collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals.

A Client Consultant should have a good understanding of best practices, can execute on tasks with limited supervision from others. Individuals will create intermediate level insight and recommendations in their area of expertise. Individuals in this role will continue to provide support to the analytics team members and begin to lead the client service efforts with intermediate complexity.

What skills and experience do I need to succeed?

We are seeking a highly skilled and motivated individual to join our team as a Client Consultant.

The ideal candidate will possess strong problem‑solving abilities, excellent time management skills, and effective communication capabilities. You should have a keen analytical mind and be proficient in data analysis.

You will need to analyze data to make informed decisions and solve complex problems that may arise during the project lifecycle. Effective communication with team members and stakeholders is crucial to ensure everyone is aligned and working towards the same goals.

A Client Consultant is expected to demonstrate a solid understanding of industry best practices and operate with limited supervision. They generate intermediate‑level insights and recommendations within their area of expertise, support analytics team members, and begin to lead client service efforts of moderate complexity.

Investment management experience is essential for this role, including familiarity with portfolio analysis, performance measurement, and regulatory frameworks.

Holding a Chartered Financial Analyst (CFA) designation or actively pursuing it is highly valued, as it reflects a commitment to excellence and deep financial acumen.

If you are a proactive individual with a passion for managing projects and driving results, we encourage you to apply for this exciting opportunity.

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

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 :

• 🕚 Generous Time Off packages including additional half days with each public holiday in your location.
• 🌎 Global Career Development opportunities
• 🎊 Social Events
• 💵 Referral Bonus scheme - Upto $3,000 per successful referral
• 🚀 Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-Hybrid - 2 days per week in the office unless you are advised by the hiring managers that it should be more.

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 which become a part of our life

Service

Committed to the success of others

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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