Client Solutions Specialist: Finance Tech & Training

FactSet Research Systems Inc.; Chicago, Northern (IL, KY); Hybrid; USD 70,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

FactSet Research Systems Inc. in Chicago, IL, seeks a Client Solutions Associate to build strong relationships with investment professionals, understand their workflows, and promote adoption of FactSet products.

After training, you will combine knowledge of finance and the FactSet system to provide solutions, plan and lead trainings, and support client implementations. You will not provide financial advice but will advise on product use and workflows.

Qualifications

• Interest in Finance/FinTech and client-centric mindset.
• Bachelor’s Degree conferred by September 2026.

Responsibilities

• Develop client-focused processes and solutions during one-on-one client contact.
• Promote product usage by implementing workflow solutions and provide training.
• Act as client advocate to Product Development and support onboarding.

Skills

Finance

Client facing

Communication

Analytical skills

Excel

Education

Bachelor’s Degree

Tools

FactSet

Job description

FactSet Research Systems Inc. in Chicago, IL, seeks a Client Solutions Associate to build strong relationships with investment professionals, understand their workflows, and promote adoption of FactSet products.

After training, you will combine knowledge of finance and the FactSet system to provide solutions, plan and lead trainings, and support client implementations. You will not provide financial advice but will advise on product use and workflows.