FactSet

Financial Services

ClientSolutionsAssociate

$70–76k Chicago, Illinois, United States; New York, New York, United States; Boston, Massachusetts, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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