Client Solutions Associate - Chicago, IL (June 2027)

10000 FactSet Research Systems Inc.; Chicago (IL); On-site; USD 70,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Employee stock purchase program

Paid time off

Family leave

Wellness days

Flexible work accommodations

Learning and development

Job summary

FactSet Research Systems Inc. seeks a Client Solutions Associate to deepen client relationships by understanding workflows and promoting product adoption. You will support FactSet applications and create custom models, screens, and automated processes, while leading trainings in offices and at seminars.

The role emphasizes client-centric problem solving, strong communication, and teamwork to deliver value to investment professionals worldwide.

Qualifications

• Interest in Finance/FinTech and client-focused mindset.
• Willingness to collaborate across teams to create solutions.
• Strong verbal and written communication skills.

Responsibilities

• Develop deep client relationships by understanding their workflows and providing FactSet solutions.
• Provide support for FactSet applications and create custom models, screens, and automated processes.
• Plan and lead product trainings in client offices and at training seminars.

Skills

Finance interest

Client-centric

Team collaboration

Analytical thinking

Communication skills

Education

Bachelor's degree

Tools

Excel

Microsoft Office

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 Impact:

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.

What You’ll Do:

Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:

• Partner with clients to understand their business and investment processes and provide solutions using FactSet products
• Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
• Plan and lead product trainings in client offices and at training seminars

Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.

What We’re Looking For:

Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Other Experience:

• Experience or desire to be client facing in a support role
• Proficiency at learning and using new technology
• Exceptional verbal and written communication skills
• Ability to build relationships and work on teams
• Strong analytical and problem-solving abilities
• Strong knowledge of Microsoft Office with Excel skills
• Bachelor’s Degree Conferred by May 2027

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.

• health, life, and disability insurance
• retirement savings plans
• discounted employee stock purchase program
• paid time off for holidays
• family leave
• company-wide wellness days
• Flexible work accommodations
• 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.

The budgeted amount range for this position is $70,000 - $76,000.

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 atwww.factset.comand follow us onXandLinkedIn.

Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law.

FactSet participates in E-Verify

Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply*

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.