Become a vital part of Confluence as a Client Consultant in Toronto, Canada, where you will support clients using advanced analytics tools within the Paris platform. Connect with institutional investors and drive impactful outcomes.
This full-time position in the Client Experience department requires you to manage client relationships with a high degree of independence. Your background in investment performance and technology will position you to confidently advise clients. Note that you may need to travel occasionally, about 10–15%, to fulfill client engagement needs.
Key Responsibilities:
• Deliver client support using the Paris investment platform
• Act as a trusted partner in performance and analytics discussions
• Maintain autonomy in client relationship management
• Travel periodically to enhance client interactions
• Integrate financial technology experience into client service
Requirements:
• 3+ years in the investment industry focused on performance<...