Client Solutions Associate - New York, NY (February 2027)
About The Position
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.
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 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 January of 2027
Responsibilities
- 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
Benefits
- 6-month foundational training program
- Career progression planning
- Professional development with dedicated time for online learning seminars and networking
- Social community for volunteerism, intramural sports, and team-building events
- Business resource groups
- Health insurance
- Dental insurance
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
