Client Solutions Associate
4 weeks ago
FactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a key member of our client-facing team, 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 client to 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 trainings in client offices and at training seminars
We are seeking a candidate with a strong interest in Finance and/or FinTech, a client-centric mindset, and a desire to collaborate across teams to create unique and innovative solutions. The ideal candidate will have:
- 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
- Bachelor's Degree Conferred by May of 2025
We offer a 6-month long foundational training program that equips you with a strong understanding of FactSet's business and its clients, and facilitates a long-term career path with FactSet. 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. We also offer career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking.
We celebrate diversity of thought, experience, and perspective, and are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify and is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
-
Client Solutions Associate
4 weeks ago
San Francisco, California, United States FactSet Full timeAt 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...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...
-
Client Service Associate
4 weeks ago
San Diego, California, United States TalentLink Solutions Full timeJob Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...
-
Client Solutions Specialist
4 weeks ago
San Francisco, California, United States Skai Full timeJob DescriptionReady to take your career to the next level? Skai is looking for the best and the brightest to join our family. We're proud of our industry-leading digital marketing software but we're even prouder of the people behind it. That's where you come in.About the RoleOur work environment is very fast-paced and entrepreneurial. We work hard, we play...
-
San Francisco, California, United States LinkedIn Full timeJob Title: Senior Client Solutions Manager, Enterprise, Marketing SolutionsAbout the Role:We are seeking a Senior Client Solutions Manager to join our Enterprise Solutions Group, LinkedIn Marketing Solutions. As a Senior Client Solutions Manager, you will be responsible for managing relationships with our fastest-growing technology customers. You will...
-
Client Solutions Manager, Fashion
4 weeks ago
San Francisco, California, United States META Full timeJob Title: Client Solutions Manager, Fashion & eCommerceMeta is seeking a highly skilled Client Solutions Manager to join our Global Business Group team. As a Client Solutions Manager, you will be responsible for building and managing key client relationships, driving revenue, and providing expert solutions to our top Fashion eCommerce advertisers.Key...
-
Client Solutions Manager, Fashion
4 weeks ago
San Francisco, California, United States META Full timeJob Title: Client Solutions Manager, Fashion & eCommerceMeta is seeking a highly skilled Client Solutions Manager to join our Global Business Group team. As a Client Solutions Manager, you will be responsible for building and managing key client relationships, driving revenue, and providing expert solutions to our top Fashion eCommerce advertisers.Key...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...
-
San Francisco, California, United States LinkedIn Full timeJob DescriptionLinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities...
-
Client Services Associate
1 month ago
San Diego, California, United States Veritext Legal Solutions Full timeOverviewAt Veritext Legal Solutions, we strive to provide exceptional service to our clients. As a Client Services Associate, you will play a crucial role in exceeding client expectations by proactively managing their requests and issues on cases and litigation matters.Key ResponsibilitiesRespond to client requests in a timely and professional manner.Resolve...
-
San Francisco, California, United States LinkedIn Full timeJob SummaryWe are seeking a highly skilled Senior Client Solutions Manager to join our Enterprise Solutions Group at LinkedIn. As a key member of our team, you will be responsible for managing relationships with our fastest-growing technology customers, leveraging your knowledge of digital marketing, communication, and relationship building skills to provide...
-
Client Services Associate II
4 weeks ago
San Francisco, California, United States Guardant Health Full timeAbout the RoleThe Client Services Associate II is a key member of the Guardant Health team, responsible for providing exceptional support to clients and patients in their territory. This role requires strong communication and problem-solving skills, as well as the ability to work collaboratively with other team members to achieve department goals.Key...
-
Azure Cloud Solutions Architect
4 weeks ago
San Francisco, California, United States Capgemini Government Solutions LLC Full timeJob Title: Azure Cloud EngineerCapgemini Government Solutions LLC is seeking a highly motivated Azure Cloud Engineer to support our government clients. The successful applicant must have an extensive working knowledge of implementing, migrating, and managing operating systems/applications in an enterprise cloud computing environment.Key...
-
Client Relationship Associate
4 weeks ago
San Francisco, California, United States Dodge & Cox Full timeAbout the RoleDodge & Cox is seeking an experienced Client Relationship Associate to support our Client Service team in responding to investor inquiries. The successful candidate will play a key role in our broader client service effort by providing timely, thorough, and accurate responses to client requests.Key ResponsibilitiesCoordinating responses to...
-
Client Service Associate
1 month ago
San Francisco, California, United States BNY Mellon Full timeClient Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...
-
Client Services Associate
1 month ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...
-
Salesforce Business Solutions Expert
3 weeks ago
San Francisco, California, United States Capgemini Government Solutions Full timeAbout the RoleWe are seeking a highly skilled Salesforce Business Analyst to join our team at Capgemini Government Solutions.The ideal candidate will have experience in providing client requirements and development support via direct client interaction across a broad range of Salesforce applications.Key ResponsibilitiesSupport the current team in building a...
-
Wealth Management Associate
6 days ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionTalentLink Solutions is a thriving $200M+ financial planning practice in the heart of the San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. Our team is passionate about building trusted relationships to help change people's lives for the...
-
Client Support Associate
4 weeks ago
San Diego, California, United States Eagle Peak Solutions, Inc. Full timeWe are a prominent sales and business development firm in the San Diego area that represents top clients in the technology and telecommunications industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As the entry level Client Support Representative, you will work closely with clients...