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Client Experience Consultant (Financial Data)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Experience Consultant (Financial Data): Managing and growing financial data accounts, overseeing service delivery, and advising clients on feed requirements with an accent on client relationships, service performance, and investment industry workflows. Focus on leading production discussions, resolving escalations, and applying databases, financial concepts, and emerging AI tools to improve client outcomes.

Location: Toronto, Canada

Company

hirify.global provides a data network and intelligence architecture for capital markets, helping institutional investors, asset managers, and service providers turn fragmented data and workflows into decision-grade intelligence.

What you will do

  • Manage and grow a portfolio of existing business accounts.
  • Oversee flow workload and ensure client services operate within agreed KPIs.
  • Maintain in-depth knowledge of client accounts, service history, and data usage.
  • Provide expert advice on data feed requirements and lead periodic service reviews.
  • Lead production discussions and maintain strong client relationships.
  • Act as an escalation point for the Second Line Feed Management team, providing data, product, and technical expertise.

Requirements

  • At least 2 years of professional experience in the financial data industry.
  • Experience as a consultant or in a related client-facing role within financial data or financial markets.
  • Graduate-level education, preferably a bachelor's degree in finance or a related field.
  • Strong communication, interpersonal, organizational, analytical, and problem-solving skills.
  • Strong collaboration skills and the ability to manage client relationships.
  • Curiosity about emerging technologies, particularly AI, and interest in applying new tools to improve customer, employee, and business outcomes.

Nice to have

  • Knowledge of financial spreadsheets, databases, and business applications.
  • High proficiency with Microsoft Excel and Microsoft PowerPoint.
  • Knowledge of financial concepts, including income benchmarks and securities.
  • Experience with Power BI, Snowflake, SQL, SFTP, and ETL processes.

Culture & Benefits

  • Opportunity to join an established firm with a global presence and growth potential.
  • Commitment to diversity and inclusion across recruitment, retention, career progression, and training.
  • Work alongside global Client Experience, sales, and account management teams.

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