Client Services Analyst

Full Time
Entry Level

Client Services Analyst

*This position is remote, however, candidate must reside in the United States, within Eastern Standard (EST)



About Confluence

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. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

About the role

The primary role of the Client Service Analyst is to partner with the client and various data providers to control data workflows and validate their product data via the CSS software application.

The Client Service Analyst is expected to gain an intimate understanding of our clients’ business and will use their expertise to deliver added value by suggesting data validation rules to the clients that will further improve data quality.

The Client Service Analyst also compiles and distributes Management Information Reporting on the service delivery.

Qualifications & Software Skills

  • Bachelor’s degree in Finance/Economics/FinTech/Business Studies or equivalent. Studying CFA/FRM/CAIA will be advantage
  • 1+ years in fund accounting, reporting, compliance, or mid / back- office role in the financial services industry.
  • High Computer literacy / proficient knowledge of standard applications, e.g. MS Office suite.
  • Database knowledge - SQL Databases user knowledge would be an advantage.

Other essential Skills

  • Highly Numerical
  • Experience in financial products and markets is essential
  • Ability to work on own initiative, prioritize and organize daily tasks
  • Excellent Communication skills
  • Excellent Attention to Detail
  • Ability to work within a team
  • Ability to work under pressure and to tight deadlines
  • Ability to document processes and maintain procedures
  • Experience with Data Management Systems would be an advantage

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

Confluence Privacy Statement

Confluence Privacy Statement - South Africa


Apply for this position

Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file