Client Solutions Associate

Financial Services

ClientSolutionsAssociate

London, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Client Solutions Associate at Client Solutions Associate. Skills: Client relationship building, Product adoption, Client support, Financial markets knowledge. Build deep client relationships. Develop client-focused processes and solutions”

What You'll Achieve.

Promoting product usage and adoption; Reducing client cancellations; Become a trusted advisor on FactSet to your clients

Industry & Context.

Financial Services
Problems you'll solve

Analytical and problem-solving abilities

What They're Looking For.

Must Have

Bachelor’s Degree Conferred by May of 2026, Knowledge of Microsoft Office with Excel skills

Nice to Have

Experience or desire to be client facing in a support role, Interest in Finance and/or FinTech, Client centric mindset, Desire to collaborate across teams to create unique and innovative solutions

What You'll Do.

Build deep client relationships

Develop 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

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

Understand client workflows

Develop creative ways to improve client research and analysis

Partner with clients to understand their business and investment processes

Provide solutions using FactSet products

Provide support for FactSet applications

Create custom FactSet models

and automated processes

Plan and lead product trainings in client offices and at training seminars

How You'll Work.

Team & Collaboration

Collaborate across teams to create unique and innovative solutions

Communication Scope

Exceptional verbal and written communication skills

Full Job Description

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. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. **Your Impact:** 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. **What You Will Do:** 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

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