FactSet

FinTech

ClientSolutionsAssociate

$50–56k Youngstown, Ohio, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Solutions Associate at FactSet. Skills: Client relationship management, Financial data analysis, Account management. Manage and grow a portfolio of client accounts. Serve as the primary point of contact for”

What You'll Achieve.

Client retention; Client satisfaction; Account growth

Industry & Context.

FinTech
Problems you'll solve

Client issue resolution

What They're Looking For.

Must Have

Bachelor's degree, 2+ years of experience in client-facing roles, Experience with financial data analysis, Proficiency in Microsoft Office Suite

Nice to Have

Master's degree, Experience with CRM software, Knowledge of capital markets

What You'll Do.

Manage and grow a portfolio of client accounts

Serve as the primary point of contact for

Understand client needs and provide tailored solutions

Drive client adoption and satisfaction

Identify opportunities for upselling and cross-selling

Conduct regular client check-ins and business reviews

Collaborate with internal teams to resolve client issues

Gather client feedback to inform product development

How You'll Work.

Team & Collaboration

Internal teams; Sales team; Product team

Communication Scope

Client presentations; Business reviews

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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