Strategic Client Solutions Advisor

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

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