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6 d ago

Client Consultant

Confluence Labs·Pittsburgh, PA·via pinpoint
junior1+ yrsFull timeexcelsql
What the posting is about

Support clients of Confluence's regulatory reporting software, understand their business problems, analyze processes, and assist in solution design. Requires a bachelor's degree in a related field and 1-3 years of experience in banking or financial technology. Knowledge of regulatory reporting is helpful but not required. Must be a US citizen or permanent resident.

Read out of the posting
Leveljunior
Experience asked1+ years
EmploymentFull time
LocationPittsburgh, PA
RemoteNot stated
Visa sponsorshipNo
SalaryNot published, and most postings do not
Posted2026-09-28
Found viapinpoint, direct from their system
The posting, as the company wrote it
Employment: Permanent - Full Time Workplace: Hybrid Location Pittsburgh, PA Why Confluence? At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. 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. This is a junior level role supporting the clients of one of Confluence's 30 software products, focused on regulatory reporting. Knowledge of regulatory reporting is helpful, but not required. Must have some background/knowledge and interest in investment management. More about the role & team The Client Consultant plays a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external, by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills. Collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals. What skills and experience do I need to succeed? Bachelor's degree in a related field 1-3 years of experience in banking or financial technology (or relevant internship/co-op experience) Excel CFA, CIPM, ITIL or FRM is advantageous SQL US Citizenship or Permanent Residency (Green Card) is required as we are not able to sponsor visas. Job Competencies Problem-Solving Time Management Communication Analytical Skills Data Analysis Project Management Customer Service 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 including additional half days with each public holiday in your location. 🌎 Global Career Development opportunities 🎊 Social Events 💵 Referral Bonus scheme - Upto $3,000 per successful referral 🚀 Plus many more! More about the Location We offer flexible working options for all employees. #LI-Hybrid Must be commutable to Pittsburgh office. Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today. If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com . Pre-Employment Screening Disclaimer As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening. Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

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Also open at Confluence Labs

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