Client Solutions & Adoption Specialist

FactSet Research Systems Inc.; Boston, Northern (MA, KY); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

6-month foundational training

Career progression

Team events

Job summary

FactSet Research Systems Inc. is seeking a Client Solutions Associate in the Boston, MA area. You will build deep client relationships, understand client workflows, and promote adoption of FactSet products through tailored workflows and training.

This role combines finance knowledge with technology and requires strong communication skills and a client-centric mindset. The position includes a 6-month foundational training program, opportunities for career progression, and a collaborative,

Qualifications

• Interest in Finance/FinTech and client-centered mindset.
• Ability to learn new technology and adapt quickly.
• Strong verbal and written communication skills.

Responsibilities

• Build client relationships with leaders in the financial industry and understand their workflows.
• Provide solutions using FactSet products and support applications with custom models and automated processes.
• Plan and lead product training in client offices and at training seminars.

Skills

Client facing

Excel

Verbal/written comms

Team collaboration

Education

Bachelor's degree

Tools

MS Office/Excel

Job description

FactSet Research Systems Inc. is seeking a Client Solutions Associate in the Boston, MA area. You will build deep client relationships, understand client workflows, and promote adoption of FactSet products through tailored workflows and training.

This role combines finance knowledge with technology and requires strong communication skills and a client-centric mindset. The position includes a 6-month foundational training program, opportunities for career progression, and a collaborative,