FactSet
FinTech
ClientSolutionsAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Solutions Associate at FactSet. Skills: Client Success, Financial Data, Relationship Management. Manage a portfolio of clients. Build and maintain strong client relationships”
What You'll Achieve.
Achieve client satisfaction; Meet retention targets; Drive client value realization
Industry & Context.
Client issues; Proactive solutions
What They're Looking For.
Must Have
Bachelor's degree, 2+ years of experience in client-facing roles, Experience with financial data and analytics, Proficiency in Microsoft Office Suite
Nice to Have
Master's degree in finance or related field, Experience with CRM software, Knowledge of capital markets
What You'll Do.
Manage a portfolio of clients
Build and maintain strong client relationships
Understand client needs and objectives
Provide product training and support
Drive client adoption and value realization
Monitor client health and identify risks
Develop and execute retention strategies
Collaborate with sales and product teams
Gather client feedback for product improvement
Achieve client satisfaction and retention targets
How You'll Work.
Team & Collaboration
Sales teams; Product teams; Cross-functional teams
Communication Scope
Client presentations; Product training
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
Applying for this Client Solutions Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about FactSet?
Real rants from real employees. Read before you apply.