Client Solutions Specialist: FinTech & Finance

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 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.