Client Solutions Associate

About the Role

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics. Client Solutions Associates are core to FactSet's value proposition, promoting product usage and adoption, and reducing client cancellations.

Your Impact

• Build deep client relationships by developing client-focused processes and solutions.
• Promote high user adoption by implementing product-based workflows.
• Ensure smooth user onboarding by providing necessary training.
• Gather intelligent product feedback and act as an advocate to Product Development on behalf of the client.
• Uphold FactSet's reputation of providing world-class client support.

What You’ll Do

• Form personal relationships with financial industry leaders through one-on-one contact.
• Understand client workflows and develop creative ways to improve their research and analysis.
• Upon completion of training, combine an understanding of the FactSet system with knowledge of finance and technology.
• 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.

What We’re Looking For

• Strong interest in Finance and/or FinTech.
• Client-centric mindset.
• Desire to collaborate across teams to create unique and innovative solutions.

Other Experience

• Experience or desire to be client-facing in a support role.
• 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.
• Bachelor’s Degree conferred by January of 2027.

What’s In It For You

• Opportunity to join a growing firm with a proven track record.
• A 6-month foundational training program.
• Autonomy and trust to make your mark and contribute to client success.
• Career progression planning and a focus on professional development.
• Dedicated time each month for online learning seminars and networking.
• A social community dedicated to volunteerism, intramural sports, and team-building events.
• Business resource groups designed to cultivate an inclusive environment.

The annual budgeted amount range for this position is $70,000 - $76,000.