FactSet
Financial Services
ClientSolutionsAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Solutions Associate at FactSet. Skills: Client relationships, Product adoption, Client support. Build deep client relationships. Develop client-focused processes”
What You'll Achieve.
Promoting product usage and adoption; Reducing client cancellations
Industry & Context.
analytical and problem-solving abilities
What They're Looking For.
Must Have
Bachelor’s Degree Conferred by September of 2026, Knowledge of Microsoft Office with Excel skills
Nice to Have
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, Ability to build relationships and work on teams
What You'll Do.
Build deep client relationships
Develop client-focused processes
Promote high user adoption
Implement product-based workflows
Ensure smooth user onboarding
Provide necessary training
Gather intelligent product feedback
Act as an advocate for the client
Partner with clients to understand business
Provide support for FactSet applications
Create custom FactSet models
Plan and lead product trainings
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’ll 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 A
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