Client Services Consultant Jobs
Client services consultant jobs are open across financial services, healthcare, technology, consulting, and insurance, from entry-level associate to senior and director, with specializations in account management, customer success, and implementation consulting. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 26+ Client Services Consultant jobs
Description
Location - Boston or Pittsburgh, other locations across North East US considered
At Confluence, we're building the future of investment data through innovation, collaboration and continuous improvement. As AI reshapes the financial services industry, we're embracing new technologies while continuing to build on the deep industry expertise and trusted partnerships that have defined our success for decades.
With colleagues across the globe, we bring together diverse experiences, perspectives and expertise to tackle complex challenges and create meaningful impact. Whether you're starting your career or bringing years of experience, you'll have the opportunity to learn, contribute and help shape what's next.
More about the role & team
We’re looking for a Manager, Revolution Client Consulting – North America & APAC to lead a five-person cross-regional team and provide senior leadership across an important portfolio of client relationships. Based preferably in Pittsburgh or Boston, you’ll work primarily Eastern Time while partnering with colleagues and clients across North America and APAC.
- Lead, coach and develop a distributed five-person Client Consulting team across North America and APAC.
- Provide senior guidance and hands-on support on complex investment performance questions.
- Lead the investigation and resolution of issues spanning performance calculations, data, Product and technical teams.
- Translate client requirements into appropriate performance and analytical solutions.
- Build strong working relationships with clients, Account Management, Product and performance teams.
- Establish clear ownership and accountability across the region while supporting retention, growth and onboarding activity.
- Take on a visible regional leadership position with scope to shape Revolution Client Consulting across North America and APAC.
- Combine people leadership with meaningful client impact and technically challenging investment-performance work.
- Become a senior performance escalation point for major clients and internal stakeholders.
- Build close relationships and influence across Account Management and Product.
- Help develop a distributed team while supporting retention, growth and new North American client activity.
What skills and experience do I need to succeed?
- Deep expertise in investment performance analytics.
- Strong understanding of performance calculations, data flows and analytical solutions.
- Ability to translate client requirements into solution design.
- Experience investigating complex performance and data issues.
- Proven people leadership, including coaching, empowerment, performance management and accountability.
- Strong client and stakeholder relationship skills.
- Ability to collaborate effectively with Account Management, Product and technical specialists.
- Evidence of ownership, resilience and results delivery in a busy client-facing environment.
- Revolution, StatPro or comparable investment analytics platform experience.
- CFA or CIPM qualification.
- Experience leading teams across North America and APAC.
- Fintech vendor or global asset-servicing experience.
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:
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.
AI Use In Interviews
The interview is designed to assess your own experience, thought process and communication skills. If AI use is permitted as part of an exercise, we will clearly explain this beforehand.
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.
About Confluence Technologies
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.
Description
Location - Boston or Pittsburgh, other locations across North East US considered
At Confluence, we're building the future of investment data through innovation, collaboration and continuous improvement. As AI reshapes the financial services industry, we're embracing new technologies while continuing to build on the deep industry expertise and trusted partnerships that have defined our success for decades.
With colleagues across the globe, we bring together diverse experiences, perspectives and expertise to tackle complex challenges and create meaningful impact. Whether you're starting your career or bringing years of experience, you'll have the opportunity to learn, contribute and help shape what's next.
More about the role & team
We’re looking for a Manager, Revolution Client Consulting – North America & APAC to lead a five-person cross-regional team and provide senior leadership across an important portfolio of client relationships. Based preferably in Pittsburgh or Boston, you’ll work primarily Eastern Time while partnering with colleagues and clients across North America and APAC.
- Lead, coach and develop a distributed five-person Client Consulting team across North America and APAC.
- Provide senior guidance and hands-on support on complex investment performance questions.
- Lead the investigation and resolution of issues spanning performance calculations, data, Product and technical teams.
- Translate client requirements into appropriate performance and analytical solutions.
- Build strong working relationships with clients, Account Management, Product and performance teams.
- Establish clear ownership and accountability across the region while supporting retention, growth and onboarding activity.
- Take on a visible regional leadership position with scope to shape Revolution Client Consulting across North America and APAC.
- Combine people leadership with meaningful client impact and technically challenging investment-performance work.
- Become a senior performance escalation point for major clients and internal stakeholders.
- Build close relationships and influence across Account Management and Product.
- Help develop a distributed team while supporting retention, growth and new North American client activity.
What skills and experience do I need to succeed?
- Deep expertise in investment performance analytics.
- Strong understanding of performance calculations, data flows and analytical solutions.
- Ability to translate client requirements into solution design.
- Experience investigating complex performance and data issues.
- Proven people leadership, including coaching, empowerment, performance management and accountability.
- Strong client and stakeholder relationship skills.
- Ability to collaborate effectively with Account Management, Product and technical specialists.
- Evidence of ownership, resilience and results delivery in a busy client-facing environment.
- Revolution, StatPro or comparable investment analytics platform experience.
- CFA or CIPM qualification.
- Experience leading teams across North America and APAC.
- Fintech vendor or global asset-servicing experience.
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:
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.
AI Use In Interviews
The interview is designed to assess your own experience, thought process and communication skills. If AI use is permitted as part of an exercise, we will clearly explain this beforehand.
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.
About Confluence Technologies
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.
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Find JobsClient Services Consultant Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in client services consultant jobs.
- Bachelor's degree in business, communications, marketing, or a related field
- Two or more years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong written and verbal communication skills for executive-level client interactions
- Ability to manage multiple client accounts and competing priorities simultaneously
- Experience with onboarding new clients and driving product or service adoption
Tips for Your Client Services Consultant Job Search
Quantify client outcomes on your resume
Client services consultant roles reward measurable results, so replace vague duties with specific outcomes like retention rates improved, renewal cycles shortened, or escalations resolved. Hiring managers want evidence you move the needle for accounts, not just that you managed them.
Tailor your resume to each vertical
A client services consultant resume for a SaaS company reads differently from one targeting a financial services firm. Swap in industry terminology, relevant tools, and the client types you've handled so your application doesn't read like a generic submission.
Apply early to roles that fit
Migrate Mate lists client services consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by account portfolio size
Client services consultant postings vary widely from managing a handful of enterprise accounts to hundreds of SMB clients. Match your experience to the portfolio model in the job description so you're not underselling a high-touch background or overreaching for a volume-driven role.
Prepare a client scenario for interviews
Most client services consultant interviews include a behavioral prompt about a difficult client or a renewal at risk. Walk in with a specific, structured example that shows how you diagnosed the issue, communicated with stakeholders, and drove a resolution, because interviewers will push for details.
Negotiate using scope, not just base pay
When negotiating a client services consultant offer, ask about the account load, escalation support structure, and performance review timeline, since these factors shape your day-to-day and your path to promotion as much as your starting compensation does.
Client Services Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most client services consultants?
The most active employers for client services consultants right now are Cyclotron, MetLife, and Visa, and the most openings are in Massachusetts, Georgia, and Virginia, based on current listings on Migrate Mate as of November 2026. Demand is concentrated in financial services, technology, and management consulting firms.
How many client services consultant jobs are remote?
About 94% of client services consultant openings are fully remote or hybrid as of November 2026, reflecting broad employer flexibility across the role. Customer success and implementation-focused positions tend to offer the most remote availability, while roles tied to on-site client relationship management are more likely to require in-person presence.
How do you become a client services consultant?
Start by earning a bachelor's degree in business, communications, or a related field, then build experience in a customer-facing role such as account coordinator, customer support specialist, or inside sales. From there, develop fluency in CRM tools, practice translating client needs into internal action, and pursue roles with progressively larger or more complex account portfolios to advance into a full consultant title.
Can you get a client services consultant job with little experience?
Yes, entry-level client services consultant roles exist, especially at companies that hire associates and train them on internal processes. Candidates with internship experience in account support, strong communication skills, and familiarity with CRM software are competitive for these openings. Highlighting any experience where you resolved client or customer issues directly, even in a part-time or volunteer context, strengthens your application considerably.
What does the client services consultant interview process look like?
The process typically starts with a recruiter screen focused on your background and communication style, followed by a hiring manager interview that explores how you handle client relationships, escalations, and competing priorities. Later rounds often include a panel with cross-functional team members or a case-style scenario where you walk through how you'd manage a specific client situation. Reference checks are common before an offer.
Where can I find and apply to client services consultant jobs?
You can find and apply to client services consultant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, industry background, and preferred location, then apply directly to each listing that fits.
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