Client Solutions Associate - Los Angeles, CA (February 2027)

FactSet • Los Angeles, CA

4d • $70,000 - $76,000

About The Position

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.

Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, 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
Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.

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

• Build deep client relationships by developing 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
• Become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support
• Form personal relationships with leaders in the financial industry
• Understand client workflows
• Develop creative ways to improve client research and analysis
• Partner with clients to understand their business and investment processes and provide solutions using FactSet products
• Provide support for FactSet applications
• 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
• Focus on professional development
• Dedicated time each month 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level