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 that investors use to make crucial decisions. Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations.

Key Responsibilities

• 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 on behalf of the client to Product Development.
• Uphold FactSet's reputation of providing world-class client support.
• Form personal relationships with leaders in the financial industry through one-on-one contact.
• Understand client workflows and develop creative ways to improve their research and analysis.
• Partner with clients to understand their business and investment processes and provide solutions using FactSet products.
• Provide support for FactSet applications.
• Create custom FactSet models, screens, and automated processes.
• Plan and lead product trainings in client offices and at training seminars.
• Expand knowledge of the financial markets and work with multiple clients.

Requirements & Tech Stack

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

Qualifications

• Bachelor’s Degree conferred by January of 2027.