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Client Engagement Specialist

2 months ago

Youngstown, Ohio, United States FactSet Full time

Company Overview:

FactSet Research Systems Inc. stands as a premier global provider of integrated financial information, analytical applications, and top-tier services tailored for the investment and corporate sectors. As a publicly traded entity (NYSE:FDS | NASDAQ:FDS) recently included in the S&P 500 index, FactSet offers exceptional content, analytics, and adaptable technology to empower over 170,000 users to identify and capitalize on opportunities swiftly.

Your Role:

As a Client Engagement Specialist, you will play a pivotal role in enhancing FactSet's value proposition, fostering product utilization, and minimizing client attrition. Your responsibilities will include cultivating robust client relationships through tailored processes and solutions, promoting high user engagement by implementing product-centric workflows, and ensuring seamless onboarding by delivering essential training. You will also gather insightful product feedback and advocate for client needs within Product Development. By providing outstanding service, you will establish yourself as a trusted advisor to clients, reinforcing FactSet's reputation for delivering world-class support.

Key Responsibilities:

Through direct interactions with clients, you will:

  • Collaborate with clients to comprehend their business and investment workflows, offering solutions utilizing FactSet products.
  • Provide assistance for FactSet applications and develop customized models, screens, and automated processes.
  • Organize and conduct product training sessions at client locations and during training seminars.
As a Client Engagement Specialist, you will evolve into a versatile business professional, deepening your understanding of financial markets while engaging with diverse clients. Note that this role does not involve providing financial advice or management consulting services.

Qualifications:

The ideal candidate will possess a strong interest in Finance and/or FinTech, a client-centric approach, and a desire to collaborate across teams to devise innovative solutions.

Preferred Experience:
  • Experience or a strong desire to engage with clients in a support capacity.
  • Aptitude for learning and utilizing new technologies.
  • Outstanding verbal and written communication skills.
  • Ability to cultivate relationships and work effectively in teams.
  • Strong analytical and problem-solving skills.
  • Proficient in Microsoft Office, particularly Excel.
  • Bachelor's Degree expected by September 2024.
  • Must be legally authorized to work in the United States without the need for employer sponsorship.
Benefits:
  • Opportunity to be part of a growing firm with a successful track record spanning over 40 years, comprised of thoughtful and creative individuals who value collaboration and welcome new ideas.
  • A comprehensive 6-month foundational training program that provides a solid understanding of FactSet's business and its clients, paving the way for a long-term career path.
  • As a member of our client-facing team, you will experience the autonomy and trust necessary to make a significant impact on our clients' success and contribute to FactSet's business growth.
  • Career progression planning with a focus on professional development, including dedicated time each month for online learning seminars and networking opportunities.
  • A vibrant social community committed to volunteerism, intramural sports, and team-building activities.
  • Business resource groups aimed at fostering an inclusive environment for all.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are dedicated to promoting a transparent hiring process and consider all qualified applicants for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.