Client Solutions Specialist — FinTech & Finance

10000 FactSet Research Systems Inc.; New York (NY); On-site; USD 70,000 - 76,000; Full time

Benefits offered by this job

Foundational training

Career progression

Professional development

Volunteer events

Social community

Job summary

FactSet Research Systems Inc. seeks a Client Solutions Associate to build client relationships, promote product adoption, and train users on FactSet workflows.

You will develop client-focused processes, gather product feedback, and act as a trusted advisor to clients and the Product Development team. After a 6‑month foundational training program, you’ll gain depth in finance and technology, support multiple clients, and contribute to ongoing client success with a focus on collaboration and

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.
• Bachelor’s Degree Conferred by January of 2027.

Responsibilities

• Form personal relationships with leaders in the financial industry and understand their workflows.
• Provide client-focused solutions using FactSet products and support FactSet applications.
• Plan and lead product trainings in client offices and at seminars.

Job description

FactSet Research Systems Inc. seeks a Client Solutions Associate to build client relationships, promote product adoption, and train users on FactSet workflows.

You will develop client-focused processes, gather product feedback, and act as a trusted advisor to clients and the Product Development team. After a 6‑month foundational training program, you’ll gain depth in finance and technology, support multiple clients, and contribute to ongoing client success with a focus on collaboration and