Client Solutions Associate - Enterprise Data Solutions - San Francisco, CA | Boston, MA (February 2027)
About The Position
FactSet’s Client Solutions Associates are part of its client-facing team, promoting product use and adoption while helping reduce client cancellations. They build relationships with data and technology leaders across the financial industry, learn clients’ objectives, and develop tailored processes and solutions that optimize workflows. After completing training, associates combine knowledge of FactSet’s systems with an understanding of finance and technology to support clients using FactSet data products, APIs, datafeeds, and cloud services. The role includes supporting smooth client onboarding, delivering product training, gathering feedback for Product Development, and serving as a client advocate. Associates develop expertise in FactSet’s data ecosystem and financial markets while working with multiple clients. The position does not involve providing financial advice or performing management consulting functions. The role is hybrid and based in San Francisco, California, or Boston, Massachusetts, with an anticipated February 2027 start. FactSet provides a six-month foundational training program and supports career progression and professional development.
Requirements
- Strong interest in finance and/or FinTech, a client-centric mindset, and a desire to collaborate across teams to create innovative solutions.
- Experience or desire to work directly with clients as a subject matter expert.
- Proficiency in learning, using, and applying new technology.
- Exceptional verbal and written communication skills.
- Ability to build relationships and collaborate across cross-functional teams.
- Strong analytical and problem-solving abilities.
- Strong knowledge of Microsoft Office, including Excel skills.
- Bachelor’s degree conferred by January 2027.
Nice To Haves
- Comfort with APIs, data pipelines, or scripting languages such as Python, R, or SQL.
Responsibilities
- Build relationships with technical leaders in the financial industry and understand their objectives.
- Partner with clients to understand their business and technical processes and provide tailored solutions using FactSet data products.
- Guide clients on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
- Plan and lead product trainings, feedback sessions, and business reviews.
- Support smooth client onboarding and promote high user adoption through data-driven workflows.
- Surface product feedback to Product Development and serve as a client advocate.
Benefits
- Six-month foundational training program.
- Career progression planning and professional development, including dedicated monthly time for online learning seminars and networking.
- Social community dedicated to volunteerism, intramural sports, and team-building events.
- Business resource groups designed to cultivate an inclusive environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
