FactSet creates flexible, open data and software solutions for over 170,000 investment professionals globally, helping them access financial data and analytics for key investment decisions.
Client Solutions Associates are essential to FactSet’s mission by promoting product usage, ensuring smooth onboarding, and reducing client cancellations.
Associates will build deep client relationships, develop client-focused solutions, and advocate for client feedback to Product Development.
Through exceptional service, they become trusted advisors on FactSet products and uphold the company’s reputation for world-class client support.

Develop personal relationships with financial industry leaders and understand their workflows.
Provide solutions using FactSet products based on client needs and investment processes.
Support FactSet applications and create custom models, screens, and automated processes.
Plan and lead product training sessions for clients.
Work as a versatile businessperson, gaining knowledge of financial markets and working with multiple clients.
Serve in a client-facing role, promoting high user adoption and successful product onboarding.

Opportunity to join a growing firm with over 40 years of success.
Comprehensive 6-month training program to understand FactSet’s business and client needs.
Career progression planning and professional development support.
Access to a social community with volunteerism, intramural sports, and team-building events.
Business resource groups fostering an inclusive environment.
Ongoing learning opportunities and networking events.

Client Solutions Associate Full Time

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