Client Solutions Internship - San Francisco, Summer 2027

FactSet • San Francisco, CA

3d

About The Position

The Client Solutions Internship Program introduces interns to FactSet’s solutions, clients, industry, and teams within its client-facing and sales organization. Interns begin with comprehensive training, followed by opportunities to share ideas, think creatively, add value for clients, and help develop solutions for financial professionals. The program includes hands-on client work, learning activities, independent projects, and opportunities to engage with senior leaders and mentors.

Requirements

• Strong interest in Finance and/or FinTech.
• Client-centric mindset and desire to collaborate across teams.
• Experience or desire to work in a client-facing support role.
• Exceptional verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ability to build relationships and work on teams.
• Proven ability to learn and use new technology.
• Strong knowledge of Microsoft Office, including Excel skills.
• Must be a junior in good academic standing with a GPA of 3.3 or above.
• For U.S. locations, must be legally authorized to work in the United States without employer sponsorship, now or at any time in the future.

Responsibilities

• Shadow account teams to learn about client-facing roles, client types, and FactSet’s service model.
• Assist account teams with day-to-day client projects, new-user trainings, and strategic initiatives.
• Observe Global Sales and Client Solutions professionals during phone and on-site consultations.
• Participate in learning activities, mock demonstrations, and client interactions to learn about FactSet’s client base.
• Complete large-scale independent projects and present findings to the senior management team at the end of the program.

Benefits

• Intensive training combining classroom sessions and hands-on assignments.
• Mentorship program with a member of the Global Sales and Client Solutions team.
• Student Ambassador Program.
• Social community offering volunteerism, intramural sports, and team-building events.
• Business resource groups designed to cultivate an inclusive environment.
• Opportunities to attend a global speaker series and regional events and meet executive and senior management teams.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed