Confluence Technologies, Inc.
Montreal Senior Consultant in Client Experience
Job Description
Become a Senior Client Consultant with Confluence in Montreal, Canada, where you'll leverage the Paris investment performance platform to support clients effectively in a hybrid role.
This full-time position requires a professional who can operate independently and confidently with clients. As part of the Client Experience team, you'll manage institutional client relationships, providing valuable insights on performance and analytics topics over approximately three years of relevant experience.
Key Responsibilities:
• Support clients using the Paris investment analytics platform
• Establish trust as a partner in performance and attribution
• Manage client relationships with independence and ownership
• Travel for client meetings as needed (10-15%)
• Collaborate on technology and project-related initiatives
Requirements:
• Bachelor's degree in finance, economics, or similar
• At least 3 years of experience in investment performance
• Strong familiarity w...
This full-time position requires a professional who can operate independently and confidently with clients. As part of the Client Experience team, you'll manage institutional client relationships, providing valuable insights on performance and analytics topics over approximately three years of relevant experience.
Key Responsibilities:
• Support clients using the Paris investment analytics platform
• Establish trust as a partner in performance and attribution
• Manage client relationships with independence and ownership
• Travel for client meetings as needed (10-15%)
• Collaborate on technology and project-related initiatives
Requirements:
• Bachelor's degree in finance, economics, or similar
• At least 3 years of experience in investment performance
• Strong familiarity w...