Client Consultant with Investment Expertise

Support institutional clients as a Senior Client Consultant at Confluence in Montreal. This hybrid position emphasizes your knowledge of the Paris performance platform and investment analytics.
As a Senior Client Consultant, you'll play a vital role in managing client relationships and acting as a trusted partner. You'll leverage your investment industry experience and financial technology skills to provide top-tier support. High autonomy and credibility are essential as you guide clients through their performance and analytics needs.
Key Responsibilities:
• Provide support using the Paris performance platform
• Act as a reliable partner for performance and analytics
• Manage client relationships independently with confidence
Requirements:
• Over 3 years in the investment sector
• Bachelor's degree in finance, economics, or related field
• Familiarity with financial technology or platforms (Paris preferred)
• Strong client-facing and independent working sk...

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Submit your application today and join our talented team at Confluence Technologies.

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