Client Solutions Associate (February 2027)

Factset

Amsterdam

On-site

EUR 42,000 - 54,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Free lunch at office
Social community events
Certification reimbursement for CFA/IP
Generous PTO
Wellness discounts

Job summary

FactSet in Amsterdam is seeking a Client Solutions Associate to help clients leverage our financial software. You will build deep client relationships, promote product usage, and ensure smooth onboarding through tailored training and workflow implementation.

During a 5-month foundational training program, you will learn FactSet’s products and services, then partner with clients to understand their investment processes, provide application support, create custom models and automated workflows,

Qualifications

  • Strong English communication skills.
  • Fluency in Dutch is an advantage.
  • Master’s degree required for January 2027.
  • Interest in Finance/FinTech and client-facing roles.

Responsibilities

  • Build client relationships and promote product usage.
  • Provide onboarding training and client-focused solutions.
  • Support FactSet applications and create custom models/workflows.
  • Plan and lead product trainings at client sites and seminars.
  • Grow knowledge of financial markets and collaborate across teams.

Skills

Client relations
English fluency
Excel
Analytical skills
Communication
Team collaboration
Finance/FinTech interest

Education

Master’s degree by January 2027

Tools

Microsoft Office

Job description

  • Client Solutions Associates are core to FactSet’s value proposition and important to promoting product usage and adoption and reducing client cancellations
  • You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training
  • Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development
  • Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet’s reputation of providing world class client support
  • Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis
  • Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:
  • 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
  • Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions
  • The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the table
  • A 5-month long foundational training program that equips you with a strong understanding of FactSet’s business and its clients, and facilitates a long-term career path with FactSet
  • As a member of our client-facing team, you’ll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet’s business
  • Career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking
Benefits
  • Comprehensive health coverage for employees and their families, at little or no cost to employees
  • Free working lunch in the office Monday through Friday
  • A social community involved in sports, charities, and in-office events
  • Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams
  • Generous PTO for personal, vacation, parental and medical leave
  • Wellness discounts across gyms and other facilities

Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutionsProficiency at learning and using new technologyExceptional verbal and written communication skillsStrong knowledge of Microsoft Office with Excel skillsStrong analytical and problem-solving abilitiesFluency in English (must have)Experience or desire to be client facing in a support roleMaster’s degree conferred by January 2027Fluency in Dutch is an advantageAbility to build relationships and work on teams

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