Job Description
Join Confluence as a Client Consultant in Toronto, Canada, specializing in supporting institutional clients with the Paris investment platform and analytics tools. This permanent, full-time position emphasizes robust client relationship management. From day one you will guide clients in performance and attribution, exercising independence and credibility. The role may involve occasional travel (10–15%) to cement client connections and support analytics needs.
Key Responsibilities
- Provide support for institutional clients with the Paris platform
- Foster trusted advisor relationships across analytics and performance
- Operate with autonomy in managing client accounts
- Travel occasionally to meet client needs
- Draw on financial technology experience to ensure service excellence
Requirements
- 3+ years in investment performance or related areas
- Familiarity with financial technology platforms, espec...
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