Client Solutions Associate

6 days ago


Boston, Massachusetts, United States FactSet Research Systems Inc. Full time
About the Role

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
What You'll Do

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
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 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
What's In It For You
  • 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.



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