About The Position

FactSet Client Solutions Associates promote product usage and adoption and help reduce client cancellations by building deep client relationships, developing client-focused processes and solutions, implementing product-based workflows, and supporting smooth user onboarding through training. They gather product feedback and advocate for clients with Product Development, becoming trusted advisors who uphold FactSet’s reputation for world-class client support. Associates work one-on-one with financial-industry leaders to understand their workflows and identify ways to improve research and analysis. After training, they use their knowledge of FactSet’s system, finance, and technology to provide product-based solutions, application support, custom models, screens, and automated processes, and lead client trainings. The role offers opportunities to build knowledge of financial markets and work with multiple clients. It does not involve providing financial advice or performing management consulting functions.

Requirements

  • Written and verbal business fluency in Spanish.
  • Ability and willingness to travel internationally as business needs require.
  • Bachelor’s degree conferred by January 2027.
  • 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, including Excel skills.
  • Strong interest in Finance and/or FinTech, a client-centric mindset, and desire to collaborate across teams.

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.
  • Build client relationships, understand client workflows, and develop ways to improve their research and analysis.
  • Gather product feedback and advocate for clients to Product Development.
  • Promote product usage and adoption, implement product-based workflows, and support user onboarding.

Benefits

  • Health, life, and disability insurance.
  • Retirement savings plans.
  • Discounted employee stock purchase program.
  • Paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations.
  • Career progression planning and dedicated monthly time for learning and development.
  • Business Resource Groups open to all employees.
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