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  • Associate Client Consultant - CC

Job Id: Aeries/826/25-26
Industry IT-Software / Software Services / testing
Location Bangalore
Experience Range 3 - 5 Years
Qualification Graduation
Open

Job Description
About Us
Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com
About Business Unit
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset services to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit www.confluence.com
Roles and Responsibility

Job Description – Client Consultant

We are looking for client-focused and analytical professionals to join the Client Services team as Client Consultants.

In this role, you will work closely with global clients, stakeholders, and internal teams to provide consulting, operational support, issue resolution, and client relationship management across Confluence products and services.

The ideal candidate will possess strong communication skills, stakeholder management abilities, and a consultative approach to managing client requirements and delivering high-quality service experiences.

What You Will Do

You will:

  • Act as a primary point of contact for clients and manage day-to-day client engagement activities.
  • Understand client requirements and provide consulting support aligned with business objectives.
  • Coordinate with internal teams to resolve operational, reporting, and product-related queries.
  • Support client onboarding, implementation, and ongoing service delivery activities.
  • Manage escalations, issue tracking, and timely resolution of client concerns.
  • Prepare operational reports, client updates, dashboards, and service documentation.
  • Collaborate with cross-functional global teams to ensure seamless client experience and delivery.
  • Identify opportunities for process improvements and enhanced customer satisfaction.

Skills & Expertise Required

You should have experience with:

  • Client servicing and stakeholder management
  • Financial services or investment management operations
  • Analytical problem-solving and issue resolution
  • Reporting, documentation, and operational coordination
  • Managing multiple priorities in a fast-paced environment
  • Strong verbal and written communication skills
  • Microsoft Excel and reporting tools
Desired candidate

Candidates with experience in Financial Services, Asset Management, Investment Operations, Regulatory Reporting, or SaaS-based financial platforms will be highly preferred.

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