Advisor, Client Solutions (Open for Finance Fresh Graduates)

FactSet; Philippines; On-site; PHP 240,000 - 420,000; Full time

Job summary

FactSet is seeking a Client & User Support specialist to assist clients using the FactSet workstation and to create custom models and screens in Excel. You will provide solutions via phone, email, and chats, and maintain high-quality support while solving complex financial queries.

You will gain experience across FactSet products, collaborate with Client Solutions, Sales, and Product Development, and participate in ongoing training and performance reviews as part of a motivated, independent

Qualifications

• Bachelor's degree in Finance or Business.
• Fluent English.
• Strong analytical and problem-solving skills.
• Highly organized.
• Genuine interest or experience in financial markets.
• Excellent communication and interpersonal skills.
• Hardworking and proactive.
• Ability to work independently using creative thinking.
• Strong work ethic and highly self-motivated.

Responsibilities

• Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries.
• Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels.
• Gain 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 the improvement of workflows.
• Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development.

Skills

Fluent English

Analytical skills

Problem solving

Communication skills

Organizational

Independent work

Financial markets interest

Proactive

Education

Bachelor's degree in Finance or Business

Tools

Microsoft Excel

Job description

Client & User Support is an industry-leading and award-winning client service team within FactSet, focusing on people with specialized knowledge of a select group of sophisticated software and product offerings. Initially, you will be tasked with supporting a wide variety of clients using the FactSet workstation, giving you the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team comprises self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence and responsibility.

• Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries
• Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels

What You\'ll Do

• Gain 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 the 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

What We\'re Looking For

• Bachelor\'s degree, preferably in Finance or Business majors
• English is 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