Client Solutions Associate, Spanish Speaking

FactSet

Chicago, IL0–2 yrs2h agovia LinkedIn

About the Role

Client Solutions Associates are core to FactSet's value proposition, promoting product usage and adoption, and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world-class client support.

What You’ll Do

  • Partner with clients to understand their business and investment processes and provide solutions using FactSet products
  • Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
  • Plan and lead product trainings in client offices and at training seminars

Client Solutions Associates expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.

Requirements & Tech Stack

  • Written and verbal business fluency in Spanish
  • Ability and willingness to travel internationally, as business needs require
  • Bachelor’s Degree Conferred by January of 2027
  • Proficiency at learning and using new technology
  • Exceptional verbal and written communication skills
  • Ability to build relationships and work on teams
  • Strong analytical and problem-solving abilities
  • Strong knowledge of Microsoft Office with Excel skills
  • Experience or desire to be client facing in a support role
  • Strong interest in Finance and/or FinTech
  • Client centric mindset and desire to collaborate across teams to create unique and innovative solutions.

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