Client Solutions Associate

3 weeks ago


San Francisco, California, United States FactSet Full time

At FactSet, we are seeking a skilled Client Solutions Associate to join our team. As a Client Solutions Associate, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and building deep client relationships. You will develop client-focused processes and solutions, implement product-based workflows, and provide necessary training to ensure smooth user onboarding. Additionally, you will gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you will become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world-class client support.

Key Responsibilities:

  • 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

Requirements:

  • Strong 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
  • 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

What We Offer:

  • The opportunity to join a growing firm with a proven track record of success for over 40 years
  • A 6-month long foundational training program that equips you with a strong understanding of FactSet's business and its clients
  • As a member of our client-facing team, you'll experience the 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
  • A social community dedicated to volunteerism, intramural sports, and team-building events
  • Business resource groups designed to cultivate an inclusive environment for all


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