Client Solutions Associate: Finance Tech & Training

FactSet; Los Angeles (CA); On-site; USD 70,000 - 76,000; Full time

Job summary

FactSet seeks a Client Solutions Associate to deepen client relationships, promote product usage, and reduce cancellations by delivering training and tailored workflows.

You will engage with leaders in finance, understand their workflows, and combine FactSet knowledge with finance and technology to deliver impactful solutions.

The role features a 6-month foundational training program, career development, and a collaborative, client-facing culture, with a bachelor's degree required by January 2027.

Qualifications

• Client-facing experience in a support role.
• Willingness to learn 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 January 2027.

Responsibilities

• 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.

Skills

Verbal and written communication

Analytical thinking

Relationship building

Excel skills

Education

Bachelor’s Degree Conferred by January 2027

Job description

FactSet seeks a Client Solutions Associate to deepen client relationships, promote product usage, and reduce cancellations by delivering training and tailored workflows.

You will engage with leaders in finance, understand their workflows, and combine FactSet knowledge with finance and technology to deliver impactful solutions.

The role features a 6-month foundational training program, career development, and a collaborative, client-facing culture, with a bachelor's degree required by January 2027.