Client Solutions Associate - Enterprise Data Solutions - San Francisco, CA | Boston, MA (February 2027)

FactSet; San Francisco (CA); Hybrid; USD 70,000 - 76,000; Full time

Job summary

FactSet is seeking a Client Solutions Associate to build trusted relationships with data and technology leaders in the financial industry. You will tailor workflows, promote adoption of FactSet APIs, and plan client trainings to maximize value.

In this hybrid San Francisco/Boston role, you will combine finance and technology insights to understand client objectives and deliver data-driven solutions. A strong client-centric mindset and collaboration across teams are essential.

Qualifications

• Strong interest in Finance/FinTech and client-centric mindset.
• Experience or desire to be client facing as a subject matter expert.
• Proficiency at learning, using, and applying new technology.
• Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued.
• Ability to build relationships and collaborate across cross-functional teams.
• Strong analytical and problem-solving abilities.
• Strong knowledge of Microsoft Office with Excel skills.
• Bachelore207s Degree conferred by January 2027.

Responsibilities

• Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet data products.
• Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
• Plan and lead product trainings, feedback sessions, and business reviews.

Skills

Client facing

API familiarity

Data workflows

Communication

Analytical thinking

Excel

Education

Bachelore207s Degree

Tools

Python

SQL

R

APIs

Data pipelines

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.

Locations - Hybrid: San Francisco, CA | Boston, MA

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 trusted relationships with data and technology leaders across the financial industry, develop client-focused processes and solutions, and promote high user adoption by implementing data-driven workflows. You will ensure smooth onboarding through targeted training, surface intelligent product feedback to Product Development, and serve as a client advocate. Through exceptional service, you become a recognized advisor on FactSet’s data ecosystem and uphold our reputation for world-class client relationships.

What You’ll Do:

Through direct contact with clients, you will form personal relationships with technical leaders in the financial industry, come to understand their objectives, and develop creative ways to optimize their workflows. 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 technical processes, and provide tailored solutions using FactSet’s data products.
• Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
• Plan and lead product trainings, feedback sessions, and business reviews.

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 as a subject matter expert
• Proficiency at learning, using, and applying new technology
• Exceptional verbal and written communication skills
• Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued
• Ability to build relationships and collaborate across cross-functional teams
• Strong analytical and problem-solving abilities
• Strong knowledge of Microsoft Office with Excel skills
• Bachelor’s Degree Conferred by January of 2027

What’s In It For You:

• The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the table
• A 6-month long foundational training program that equips you with a strong understanding of FactSet’s business and its clients, and facilitates a long-term career path with FactSet
• As a member of our client-facing team, you’ll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet’s business
• Career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking
• A social community dedicated to volunteerism, intramural sports, and team-building events
• Business resource groups designed to cultivate an inclusive environment for all

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

Learn more about our benefits here.

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.

At FactSet, we celebrate difference of thought, experience, and perspective. 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