Client Solutions Intern - SF: Training & Mentorship

FactSet; San Francisco (CA); On-site; USD 30,000 - 42,000; Full time

Job summary

FactSet invites you to join a Client Solutions Internship in San Francisco for Summer 2027. The program starts with comprehensive training and progresses to real client work, including trainings and strategic initiatives that you can bring to our clients.

You will gain exposure to client-facing teams, participate in shadowing, and contribute to account projects, demos, and interactions with senior staff, developing skills in finance, FinTech, and professional communication.

Qualifications

• Experience or desire to be client facing in a support role
• Exceptional verbal and written communication skills
• Strong analytical and problem-solving skills
• Ability to build relationships and work on teams
• Proven track record of learning and using new technology
• Strong knowledge of Microsoft Office with Excel skills
• Juniors in good academic standing (GPA 3.3 and above)
• For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Responsibilities

• Participate in account shadowing to learn more about different client facing teams, client types, and our service model
• Add value to our clients by assisting account teams with day-to-day client projects, new user trainings, and strategic initiatives
• Observe Global Sales and Client Solutions professionals to experience our expert phone and on-site consultation services firsthand
• Learn about our versatile client base by engaging in a series of learning activities, mock demos, and client interactions
• Engage in large-scale independent projects and present your findings to the senior management team at the end of the program

Skills

Client facing

Verbal & written communication

Analytical & problem-solving

Relationship building

Learning new technology

Education

GPA 3.3+

Pursuing degree

Tools

Excel

Microsoft Office

Job description

FactSet invites you to join a Client Solutions Internship in San Francisco for Summer 2027. The program starts with comprehensive training and progresses to real client work, including trainings and strategic initiatives that you can bring to our clients.

You will gain exposure to client-facing teams, participate in shadowing, and contribute to account projects, demos, and interactions with senior staff, developing skills in finance, FinTech, and professional communication.