Client Solutions Associate - Remote Training & Growth

FactSet Research Systems Inc.; Los Angeles (CA); Hybrid; USD 70,000 - 76,000; Full time

Job summary

FactSet Research Systems Inc. in Los Angeles seeks a Client Solutions Associate to support financial professionals, build client relationships, and promote usage of FactSet products. After training, you will apply product knowledge to create client workflows, models, and automated processes.

You will lead trainings and collect feedback for Product Development while delivering high-quality client service. A Bachelor's degree is expected by January 2027, with strong Excel skills required.

Qualifications

• Bachelor's degree expected by January 2027.
• Strong communication and client-facing abilities.
• Ability to learn and adapt to new FinTech tools.
• Experience working with cross-functional teams is a plus.

Responsibilities

• Build relationships with leaders in finance and understand their workflows.
• Provide support for FactSet applications and create client-focused workflows.
• Plan and lead product trainings in client offices and training seminars.
• Gather client feedback and relay insights to Product Development.

Skills

Client facing

Communication skills

Relationship building

Teamwork

Learning new technology

Excel

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

Job description

FactSet Research Systems Inc. in Los Angeles seeks a Client Solutions Associate to support financial professionals, build client relationships, and promote usage of FactSet products. After training, you will apply product knowledge to create client workflows, models, and automated processes.

You will lead trainings and collect feedback for Product Development while delivering high-quality client service. A Bachelor's degree is expected by January 2027, with strong Excel skills required.