Requirements
Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and 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 May of 2026
What the job involves
Client Solutions Associates are core to FactSet's value proposition and important to 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
Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:
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 become versatile businesspeople as they 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
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Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and 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 May of 2026
What the job involves
Client Solutions Associates are core to FactSet's value proposition and important to 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
Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:
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 become versatile businesspeople as they 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
#J-18808-Ljbffr
