Advisor, Client Solutions - CUS Q1 FY27

30097 FactSet Systems India Private Limited; Hyderabad; On-site; INR 360,000 - 600,000; Full time

Job summary

FactSet in Hyderabad is seeking a results-driven Client & User Support specialist. You will handle inquiries via phone, email, and chat, support FactSet applications, and build custom models and screens using FactSet and Excel. Join a global team and contribute to resolving complex financial queries.

The role requires English fluency, strong analytical skills, and an ability to work US shifts. Experience with financial markets and independent problem-solving is highly valued.

Qualifications

• MBA Finance or B.Com/M.Com/BBA Finance; Experience as noted.
• Fluent English communications and interpersonal skills.
• Strong analytical and problem-solving abilities with good web search skills.
• Highly organized and able to work independently.
• Genuine interest or experience in financial markets.

Responsibilities

• Answer client questions globally via phone, email, instant message, and other channels.
• Support FactSet applications and workflows.
• Create custom FactSet models and screens.
• Solve complex financial queries for clients.
• Maintain high-quality support and follow procedures.
• Collaborate with Client Solutions, Sales, and Product Development.

Skills

English fluency

Analytical skills

Problem-solving

Organized

Independent work

US shift readiness

Strong communication

Education

MBA Finance / B.Com / M.Com / BBA Finance

Tools

FactSet Workstation

Microsoft Excel

Job description

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. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Your Team's Impact Client & User Support is an industry-leading and award-winning client service team starting in Hyderabad, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, advisors will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team is composed of self‑motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence, responsibility, and problem solving.

What You'll Do

• Answer client questions globally through expert telephone, email, instant message, and proprietary communication channels
• Support FactSet applications
• Create custom FactSet models and screens
• Solve complex financial queries
• A proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel
• Follow procedures for maintaining the highest level of quality support for all FactSet clients
• Share ideas and promote suggestions for improvement of workflows
• Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development
• Meet targets and goals set by exhibiting motivation and high performance
• Attend internal meetings and training sessions and complete projects as requested
• Keep up to date with the market we are operating in, including our products and competitors
• Progress is reviewed informally on a monthly basis, followed by formal 6 month and yearly reviews as per FactSet procedure
• All FactSet policies can be found on‑line at MyRewards@FactSet It is the employee’s responsibility to keep updated with any changes made to them

What We're Looking For

• MBA Finance (Freshers and Experienced) / B.Com or M.Com or BBA Finance (only if Experienced)
• English spoken fluently
• Strong analytical and problem‑solving skills as well as experience in advanced web searching
• Highly organized
• Genuine interest or experience in financial markets
• Excellent communication and interpersonal skills
• Hardworking and proactive
• Ability to work independently using creative thinking without extensive direction
• Strong work ethic and highly self‑motivated
• Positive team player attitude
• Willingness to work in U.S. shifts
• Job Location: Hyderabad

What's In It For You

Being a FactSetter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start‑up.
• Support for your total well‑being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company‑wide wellness days.
• Flexible work accommodations.
• We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Company Overview

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next‑generation workflow solutions, and client‑centric specialized support.

Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here.

Company Overview

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next‑generation workflow solutions, and client‑centric specialized support. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here.

At FactSet, we celebrate difference of thought, experience, and perspective.

Qualified applicants will be considered for employment without regard to characteristics protected by law.

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.

Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology.

Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply*

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