Client Solutions Associate

Role Overview

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. They 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.

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. You will 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, and plan and lead product trainings in client offices and at training seminars.

Why It Might Be a Fit

Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Requirements

• Experience or desire to be client facing in a support role
• Proficient at learning and using new technology
• Exceptional verbal and written communication skills
• Ability to build relationships and work on teams
• Strong analytical and problem-solving abilities
• Strong knowledge of Microsoft Office with Excel skills
• Bachelor’s Degree Conferred by January of 2026
• For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Benefits

• 6-month long foundational training program
• Autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet’s business
• Career progression planning and a focus on professional development
• Dedicated time each month for online learning seminars, and networking
• Social community dedicated to volunteerism, intramural sports, and team-building events
• Business resource groups designed to cultivate an inclusive environment for all
• Annual budgeted amount range for this position is $50,000 - $56,000