Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. 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.

Department: Client Experience
Employment Type: Permanent - Full Time
Location: United States
Workplace type: Fully remote
Compensation: $80,000 - $90,000 / year
Reporting To: Erik Schroeder

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.

An Associate Client Consultant should have a basic understanding of best practices, can execute tasks with supervision from others. Individuals will create basic level insights and recommendations in their area of expertise. Individuals in this role will continue to provide support to the client service team and begins to lead support efforts with low complexity.

What skills and experience do I need to succeed?

We are seeking a dynamic and client-focused professional to join our team in a Client Consultant. In this role, you will act as a trusted advisor to our clients, helping them navigate complex challenges and deliver tailored solutions that drive value. A strong understanding of GIPS Standards is essential, along with experience in performance measurement and attribution.

To succeed in this position, you will need excellent problem-solving skills, the ability to manage time effectively, and strong communication capabilities. You will work closely with internal teams and clients to ensure expectations are met and exceeded.

Ideal candidates will bring a background in performance measurement and reporting, and be comfortable working in a fast-paced, collaborative environment. Familiarity with performance systems will be considered a strong asset.

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-Remote

Values

We look for people who align with our 4 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

Salary Range: $80,000 to $90,000 annually + any other benefits such as bonus

Upon joining our company, Confluence provides team members and their families with a competitive benefits offering which includes medical, dental, vision, FSA and/or HSA spending accounts, life insurance, disability coverage and generous paid time off. Employees are also able to participate in Confluence’s 401(k) plan, which includes a company-match. Additionally, Confluence offers a discretionary bonus program based upon company and personal objectives. The salary range for this role is benchmarked against market data.

Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

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.

About Confluence Technologies

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.