Client Solutions Internship - Boston, Summer 2027

FactSet Research Systems; Boston (MA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Intensive training program

Mentorship program

Student Ambassador Program

Executive speaker series

Job summary

FactSet Research Systems invites motivated undergraduates to join our Client Solutions Internship Program in Boston. You will begin with comprehensive training, followed by hands-on work across client-facing teams, trainings, and strategic initiatives to add value for clients.

You will shadow services, assist with client projects, learn from professionals, and complete independent projects to present to senior management at the program’s end.

Qualifications

• Strong analytical and problem-solving skills.
• Exceptional verbal and written communication skills.
• Experience or interest in client-facing roles is desired.
• Proficiency with Microsoft Office including Excel.

Responsibilities

• Participate in account shadowing to learn client facing processes.
• Assist account teams with day-to-day client projects and trainings.
• Observe Global Sales and Client Solutions professionals to learn about consultation services.
• Engage in learning activities, mock demos, and client interactions.
• Present findings from independent projects to senior management at program end.

Skills

Analytical thinking

Problem-solving

Client facing

Communication skills

Excel

Education

Undergraduate student in good standing

Tools

Microsoft Office

Excel

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.

FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.

As a globally inclusive community unified by the FactSet spirit of going above and beyond for each other, we enable our people to bring their whole selves to work and to join in, be heard, contribute, and grow.

Your Impact:

The Client Solutions Internship Program introduces Interns to FactSet's solutions, clients, industry, and various teams within our client-facing and sales organization. You will begin your internship with comprehensive training followed by a program that offers unique opportunities to share new ideas and foster creative thinking to add value to our clients. Our program will empower you to make your mark on a billion-dollar organization and help develop unique solutions for financial professionals.

What You'll Do:

• 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

What We're Looking For:

Client Solutions Interns 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 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

What's In It For You:

• 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
• Intensive training program that combines classroom sessions with hands‑on assignments and equips you with necessary knowledge and skills to be successful in the program
• Ability to demonstrate individual achievement and develop versatile skillsets in an atmosphere radiating support and collaboration
• Autonomy and trust needed to contribute to the success of our clients and have a direct impact on FactSet's business
• Opportunities to meet members of the executive and senior management teams by attending the global speaker series and regional events
• Mentorship program that pairs you up with a member of the Global Sales and Client Solutions team, who will act as your mentor and help you build valuable connections from the onset
• Student Ambassador Program that offers you an opportunity to help develop, grow, and maintain a relationship between FactSet and your school while staying engaged with FactSet and our products
• A social community dedicated to volunteerism, intramural sports, and team‑building events
• Business resource groups designed to cultivate an inclusive environment for all

Company Overview:

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support fro