Financial Data Solutions Advisor - Workstation Support

FactSet; Philippines; On-site; PHP 500,000 - 700,000; Full time

Job summary

FactSet is seeking a Client & User Support specialist in the Philippines to assist investment professionals with the FactSet Workstation and related tools. You will provide expert support via phone, email, and chat, creating custom models and solving complex financial queries to help clients maximize the value of FactSet products.

You will collaborate across Client Solutions, Sales, and Product Development, maintain high-quality workflows, and stay current with market developments.

Qualifications

• 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

Responsibilities

• 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

Skills

English fluency

Analytical skills

Problem-solving

Organizational skills

Financial markets interest

Communication skills

Interpersonal skills

Independent working

Self-motivation

Team player

Flexible schedule

Education

Bachelor's degree in Finance or Business

Tools

Microsoft Excel

Job description

FactSet is seeking a Client & User Support specialist in the Philippines to assist investment professionals with the FactSet Workstation and related tools. You will provide expert support via phone, email, and chat, creating custom models and solving complex financial queries to help clients maximize the value of FactSet products.

You will collaborate across Client Solutions, Sales, and Product Development, maintain high-quality workflows, and stay current with market developments.