Client Solutions Associate

About the Role

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide. Client Solutions Associates are core to FactSet's value proposition, promoting product usage and adoption and reducing client cancellations. You will build trusted relationships with data and technology leaders across the financial industry, develop client-focused processes and solutions, and promote high user adoption by implementing data-driven workflows. You will ensure smooth onboarding through targeted training, surface intelligent product feedback to Product Development, and serve as a client advocate. Through exceptional service, you become a recognized advisor on FactSet's data ecosystem and uphold our reputation for world-class client relationships.

Locations

• Hybrid: San Francisco, CA | Boston, MA

What You’ll Do

• Form personal relationships with technical leaders in the financial industry through direct client contact.
• Understand client objectives and develop creative ways to optimize their workflows.
• Upon completion of training, combine an understanding of the FactSet system with knowledge of finance and technology to:
• Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet’s data products.
• Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
• Plan and lead product trainings, feedback sessions, and business reviews.
• Expand knowledge of the financial markets and work with multiple clients.
• Note: Do not provide financial advice or perform management consulting functions.

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.

Requirements & Tech Stack

• Experience or desire to be client facing as a subject matter expert.
• Proficiency at learning, using, and applying new technology.
• Exceptional verbal and written communication skills.
• Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued.
• Ability to build relationships and collaborate across cross-functional teams.
• Strong analytical and problem-solving abilities.
• Strong knowledge of Microsoft Office with Excel skills.

Qualifications

• Bachelor’s Degree Conferred by January of 2027.