Client Solutions Associate
6 days ago
We are seeking a highly motivated and detail-oriented Client Solutions Associate to join our team at FactSet Research Systems Inc. As a Client Solutions Associate, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and ensuring smooth user onboarding.
Key Responsibilities- Develop deep client relationships by creating client-focused processes and solutions
- Promote high user adoption by implementing product-based workflows
- Ensure smooth user onboarding by providing necessary training
- Gather intelligent product feedback and act as an advocate on behalf of the clients for Product Development
As a Client Solutions Associate, you will form personal relationships with leaders in the financial industry, understand their workflows, and develop creative ways to improve their research and analysis. 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 training in client offices and at training seminars
- 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 in 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 2025
- 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
- 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
The budgeted annual amount range for this position is $70,000 - $75,000.
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States Graham Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to join our team at Graham. As a Client Service Associate, you will be responsible for providing exceptional customer support to our clients, addressing their inquiries and resolving issues in a timely and professional manner.Key ResponsibilitiesProvide fast and friendly support to...
-
Client Service Associate
3 days ago
Boston, Massachusetts, United States Graham Full timeAbout the RoleThis is a temporary, remote Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. As a Client Service Associate, you will play a pivotal role in providing fast, friendly support to clients, ensuring their inquiries and problems are addressed promptly and effectively.Key...
-
Client Success Associate
6 days ago
Boston, Massachusetts, United States Maplecroft Full timeJob DescriptionWe are seeking a highly skilled Client Success Associate to join our team at Verisk Maplecroft. As a Client Success Associate, you will play a critical role in ensuring the success of our corporate clients in the Americas.About the RoleYou will work closely with our global Client Success and Corporate Sales teams, as well as the broader...
-
Client Service Associate, Private Wealth
3 weeks ago
Boston, Massachusetts, United States Fanning Personnel Full timeJob Title: Client Service Associate, Private WealthWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Fanning Personnel. As a Client Service Associate, you will provide comprehensive support to our Senior Advisors by performing a range of tasks, including client onboarding, portfolio maintenance, and client...
-
Client Service Representative
5 days ago
Boston, Massachusetts, United States US Tech Solutions Full timeJob Title: Client Service RepresentativeWe are seeking a highly skilled Client Service Representative to join our team at US Tech Solutions. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and...
-
Associate, Client Processing Specialist
2 weeks ago
Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate, Client Processing I to join our Wealth Management team in Boston, MA. As a key member of our team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key ResponsibilitiesPerform routine and non-routine client service and...
-
Client Services Associate
1 week ago
Boston, Massachusetts, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...
-
Client Service Associate
3 weeks ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesAssist Financial Advisors with client...
-
Client Service Associate
1 week ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...
-
Client Experience Associate
2 weeks ago
Boston, Massachusetts, United States Exela Technologies Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Experience Representative to join our team at Exela Technologies. As a Client Experience Representative, you will be responsible for maintaining all site activities, ensuring customer satisfaction, and providing exceptional service to our clients.Key ResponsibilitiesMaintain all site...
-
Client Service Associate
3 weeks ago
Boston, Massachusetts, United States Guidepoint Full timeUnlock Your Potential with GuidepointJoin our dynamic team as a Client Service Associate and embark on a rewarding career journey. As a key member of our Client Service team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop strategies to satisfy client project requests in...
-
Client Service Associate
3 weeks ago
Boston, Massachusetts, United States CIBC LLC Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at CIBC LLC. As a key member of our Senior Relationship Management team, you will provide integral support to our clients and colleagues, ensuring exceptional service and a positive experience.Key ResponsibilitiesProvide administrative support to the Senior...
-
Client Service Representative
3 weeks ago
Boston, Massachusetts, United States Expedient Staffing Solutions Full timeJob OverviewWe are seeking a highly skilled Client Service Representative to join our team at Expedient Staffing Solutions. As a key member of our client-facing team, you will be responsible for managing assigned client relationships and providing exceptional service to our clients.Key ResponsibilitiesProactively respond to client inquiries and keep them...
-
Client Service Representative
3 weeks ago
Boston, Massachusetts, United States Expedient Staffing Solutions Full timeJob Title: Client Service RepresentativeAs a Client Service Representative at Expedient Staffing Solutions, you will play a vital role in managing assigned client relationships under direct supervision. Your primary focus will be on servicing clients, with a strong emphasis on Fund Accounting, Administration, and Custody disciplines.Key...
-
Client Service Associate, Private Wealth
2 weeks ago
Boston, Massachusetts, United States Fanning Personnel Full timeJob Title: Client Service Associate, Private WealthWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Fanning Personnel. As a Client Service Associate, you will provide comprehensive support to our Senior Advisors by performing core duties associated with client onboarding, portfolio maintenance, and client...
-
Client Support Representative
2 months ago
Boston, Massachusetts, United States BRIOHEALTH SOLUTIONS INC Full timePosition OverviewBrioHealth Solutions Inc. is in search of a dedicated and proactive Customer Service Specialist to enhance our operational team. In this role, you will be pivotal in managing data within our CRM support system and ensuring that our clients receive outstanding assistance with every interaction. Your contributions will be vital in upholding...
-
Solutions Consultant
5 days ago
Boston, Massachusetts, United States Anaqua Full timeJob Title: Solutions ConsultantAt Anaqua, we are seeking a highly skilled Solutions Consultant to join our team. As a Solutions Consultant, you will be responsible for delivering product demonstrations, implementing customer Proof of Concepts, and collaborating with engineering and sales teams to plan and develop customer proposals.Key...
-
Client Services Associate I
1 month ago
Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeBecome a vital part of our esteemed wealth management divisionTHE BANK OF NEW YORK MELLON CORPORATION is presenting a remarkable opportunity for a dedicated individual to join our Wealth Management division as a Client Services Associate I.In this role, you will be responsible for:Executing both standard and complex client service and transaction support...
-
Client Solutions Specialist II
1 month ago
Boston, Massachusetts, United States Cox Automotive Full timeAbout the RoleCox Automotive is seeking a highly skilled Client Solutions Specialist II to join our team. As a key member of our Manheim Express team, you will be responsible for providing exceptional customer service and driving business growth in your assigned territory.Key ResponsibilitiesConduct thorough vehicle inspections and provide accurate...
-
Sierra Solutions IT ServiceNow Project Manager
3 weeks ago
Boston, Massachusetts, United States Raag Solutions Full timeProject Manager for ServiceNow ImplementationsAbout the RoleWe are seeking a highly skilled Project Manager to lead our ServiceNow implementations. As a key member of our team, you will be responsible for delivering high-quality projects on time, within budget, and to the satisfaction of our clients.Key ResponsibilitiesManage ServiceNow projects from...