Advisor Client Solutions - Workstation Solutions MNL

FactSet; Philippines; On-site; PHP 335,000 - 614,000; Full time

Job summary

FactSet seeks a detail-minded Client & User Support associate in the Philippines. You will learn the FactSet Workstation and Excel, support clients via multiple channels, and help tailor solutions to complex financial queries.

The role emphasizes collaboration with Sales, Product, and Client Solutions, meeting performance targets, and continuous learning through internal training and market awareness.

Qualifications

• Bachelor’s degree, preferably in Finance or Business majors.
• Fluent English; strong analytical and problem-solving skills.
• Highly organized with proactive work style.
• Genuine interest or experience in financial markets.
• Excellent communication and interpersonal skills.
• Ability to work independently with creative thinking.
• Strong work ethic and self-motivation.
• Positive team player attitude.
• Willing to start by October 2026 and adapt to shifting schedules.

Responsibilities

• Gain a proficient understanding of the FactSet Workstation and Excel.
• Provide high-quality support and resolve complex financial queries.
• Collaborate with other teams to improve workflows.
• Meet targets and participate in trainings and internal meetings.
• Stay up to date with market trends and product offerings.

Skills

Fluent English

Analytical thinking

Problem-solving

Strong organizational skills

Interest/experience in financials

Excellent communication

Interpersonal skills

Independent learner/initiative

Proactive/self-motivated

Team player

Education

Bachelor’s degree in Finance or Business

Job description

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 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
• Positive team player attitude
• Willing to start by October 2026
• Flexible to work in a shifting schedule

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. 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.
• Learn more about our benefits here. Salary is just one component of our compensation package and is based on several factors, including but not limited to education, work experience, and certifications.

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. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.