Advisor, Client Solutions - CUS Q1 FY27

FactSet Research Systems Inc.; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Retirement savings plan

Employee stock purchase program

Paid time off

Family leave

Wellness days

Flexible work accommodations

Job summary

FactSet Research Systems Inc. in Hyderabad is seeking a Client & User Support professional to assist global clients with FactSet workstation guidance, model creation, and complex financial queries.

The role emphasizes strong communication, analytical thinking, and independent problem solving within a collaborative team. Freshers and experienced candidates with an MBA Finance or commerce background, fluent English, and interest in financial markets are encouraged to apply.

Qualifications

• MBA Finance or commerce degree with interest in finance and markets.
• Fluent English communication, both verbal and written.
• Strong analytical and problem-solving abilities and web search proficiency.
• Excellent organization and time-management.
• Genuine interest or experience in financial markets.
• Excellent interpersonal communication and collaboration skills.
• Hardworking, proactive and self-driven; able to work with minimal direction.
• Strong work ethic and a positive, team-oriented attitude.
• Willingness to work in US shifts.

Responsibilities

• Answer client questions globally via phone, email, chat, and proprietary channels.
• Support FactSet applications and workflows.
• Create custom FactSet models and screens for clients.
• Resolve complex financial queries with accurate information.
• Maintain high quality support and follow procedures.
• Share improvement ideas for workflows and processes.
• Coordinate with Client Solutions, Sales, and Product teams.
• Meet targets through motivation and performance.
• Attend trainings and complete projects as requested.
• Keep updated with market trends and product knowledge.

Skills

English fluency

Analytical thinking

Advanced web searching

Highly organized

Interest in financial markets

Communication skills

Proactive work ethic

Independent work

Self-motivated

Team player

Willingness to work US shifts

Education

MBA Finance (Freshers and Experienced) / B.Com or M.Com or BBA Finance (only if Experienced)

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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