Client Solutions Specialist - FinTech & Finance

Tech Sales Jobs; United States; Teletrabalho; USD 70 000 - 76 000; Tempo integral

Resumo da oferta

FactSet, based in Los Angeles, seeks a Client Solutions Associate to deepen client relationships, promote product usage, and support onboarding. You will build trust with financial professionals, understand their workflows, and drive adoption of FactSet tools through tailored workflows and training.

After training, you’ll combine system knowledge with finance and tech expertise to deliver value, with a six-month foundational program and opportunities for career growth.

Qualificações

• Bachelor’s Degree conferred by January 2027.
• Experience in client-facing roles.
• Strong verbal and written communication skills.

Responsabilidades

• Partner with clients to understand their business and provide solutions using FactSet products.
• Provide support for FactSet applications and create custom models, screens, and automated processes.
• Plan and lead product trainings in client offices and at training seminars.

Conhecimentos

Client facing

Analytical

Communication

Excel

Formação académica

Bachelor’s Degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

FactSet, based in Los Angeles, seeks a Client Solutions Associate to deepen client relationships, promote product usage, and support onboarding. You will build trust with financial professionals, understand their workflows, and drive adoption of FactSet tools through tailored workflows and training.

After training, you’ll combine system knowledge with finance and tech expertise to deliver value, with a six-month foundational program and opportunities for career growth.