Client Solutions Associate - San Francisco, CA (February 2027)

10000 FactSet Research Systems Inc.; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

FactSet seeks a Client Solutions Associate to build trusted client relationships, promote product adoption, and ensure smooth onboarding. You will leverage FactSet’s systems to deliver tailored workflows, train clients, and gather feedback for product development. A proactive, client-centric mindset is essential for success.

The role requires a bachelor’s degree by January 2027, strong Excel skills, and the ability to collaborate across teams in a fast-paced financial services environment.

Qualifications

• 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.

Responsibilities

• Build deep client relationships by developing client-focused processes and solutions.
• Promote product usage and adoption and reduce client cancellations.
• Provide training and onboarding for clients on FactSet products.
• Create custom FactSet models, screens, and automated processes.
• Plan and lead product trainings in client offices and seminars.
• Act as trusted advisor to clients and gather product feedback for development.

Skills

Client-facing in support

Learning new technology

Verbal and written communication

Relationship building

Analytical and problem solving

MS Office + Excel skills

Education

Bachelor's degree

Tools

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.

• 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 January of 2027

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 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.
• 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.

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. Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology.

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*