Associate Client Consultant

London, London, United Kingdom
Full Time
Client Experience
Entry Level

Associate Client Consultant



Why Confluence?

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.


More about the role & team

The purpose of the Associate Client Consultant is to support the Style Analytics clients including Asset Managers, Asset Owners and Investment Consultants, acting as the first point of contact for all queries. You will facilitate the clients’ use of the system, ensuring that their experience is positive, and potential is realised. The role acts as a value-add service, where you will also be responsible for working collaboratively with Account Management to help grow our business opportunities.

If you are looking for a role within a fast-growing, dynamic organisation where you can make a difference, and have high impact and influence, then this an excellent opportunity.

What skills and experience do I need to succeed?

You will be engaging  and consultative with clients, ensuring that you act on behalf of not only the client, but also the organisation. We are looking for someone who can build trust and credibility easily, and who can stand their ground where required.

You will have some client orientation experience, specifically: establishing, promoting, and nurturing good client relations (both internal and external).

Financial services/fintech experience and an understanding of basic investment concepts as well as knowledge of the institutional investment industry and its constituents is preferred, but not essential.

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
  • Global Career Development opportunities
  • Social Events
  • Referral Bonus scheme- $3,000 per successful referral
  • Plus many more!

More about the Location

We offer flexible working options for all employees.

You must be based in London - This role is based primarily at home, however there is an expectation to travel to the office for meetings, as well as London based clients. There may also be 1 or 2 visits internationally per year.


What do we do?

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.


We look for people who align with our 4 values.


Face reality with honesty, courage and accountability


Deal creatively with challenges and envision what the world could be


Build good habits into reflexes which become a part of our life


Committed to the success of others


If you would like to find out more about a Career at Confluence, please apply today.


We are committed to providing equal opportunities regardless of age, gender, religion or ethnic origin and we give full and fair consideration to the employment and career development of disabled persons, commensurate with their aptitudes and abilities.

To understand how and why we hold your data please view the relevant Privacy Statement:

Confluence Privacy Statement

Confluence Privacy Statement - South Africa


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