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Client Consultant - Style NA - Remote

Posted 2 days ago
Sales / Business
Full Time
USA
55,000 - 60,000 USD/year

Overview

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, ensuring a positive experience and realization of potential.

In Short

  • Support clients in using Style Analytics systems.
  • Act as the first point of contact for client queries.
  • Collaborate with Account Management, Tech Support, and Product teams.
  • Focus on client relations and satisfaction.
  • Work with Equity and Fixed Income asset classes.
  • Establish and nurture good client relations.
  • Contribute to business growth opportunities.
  • Offer support to Asset Managers and Investment Consultants.
  • Work in a remote capacity.
  • Full-time position with generous benefits.

Requirements

  • Excellent knowledge of Equity and Fixed Income asset classes.
  • Strong client orientation experience.
  • Ability to establish and nurture client relations.
  • Passion for the financial industry.
  • Proven track record in client relations.
  • Experience as a Client Consultant, Client Specialist, or Associate Client Consultant.

Benefits

  • Generous Time Off packages.
  • Global Career Development opportunities.
  • Social Events.
  • Referral Bonus scheme - Up to $3,000 per successful referral.
  • Competitive benefits including medical, dental, and vision coverage.
  • 401(k) plan with company match.
  • Discretionary bonus program based on company and personal objectives.
Confluence logo

Confluence

Confluence Technologies is a dynamic and growing global organization that specializes in providing SaaS-based data and analytics solutions for the financial services industry. With a strong focus on performance, attribution, and risk analytics, Confluence has expanded its global footprint, offering employees opportunities to engage with diverse cultures and markets. The company values integrity, imagination, discipline, and service, fostering a collaborative environment where employees are encouraged to grow and succeed. Confluence is committed to providing generous benefits and flexible working options, making it an attractive workplace for professionals in the financial sector.

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