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.

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 on behalf of the client to Product Development.
• Become a trusted advisor on FactSet to your clients through exceptional service.
• Uphold FactSet's reputation of providing world-class client support.

What You’ll Do

• 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 financial markets and work with multiple clients.
• Note: Associates do not provide financial advice nor perform management consulting functions.

What We’re Looking For

• A strong interest in Finance and/or FinTech.
• A 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.
• Bachelor’s Degree conferred by January 2027.

Benefits

• The opportunity to join a growing firm with a proven track record of success for over 40 years.
• A 6-month long foundational training program that equips you with a strong understanding of FactSet’s business and its clients, and facilitates a long-term career path.
• Autonomy and trust to make your mark, contribute to client success, and have a direct impact on FactSet’s business.
• Career progression planning and a focus on professional development, with 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.

Compensation

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