Client Solutions Specialist - FinTech & Onboarding

FactSet Research Systems Inc.; Chicago (IL); On-site; USD 70,000 - 76,000; Full time

Benefits offered by this job

Employee stock purchase program

Health insurance

Life & Disability insurance

Job summary

FactSet Research Systems Inc. in Chicago is seeking a Client Solutions Associate to deepen client relationships, promote product adoption, and deliver onboarding and training.

You will develop client-focused workflows, support FactSet applications, and create custom models to streamline research and analysis. After training, you will combine knowledge of finance and technology to design solutions, deliver in-office trainings, and expand your expertise while serving multiple clients.

Qualifications

• Strong analytical and problem-solving abilities.
• Exceptional verbal and written communication skills.
• Ability to build relationships and work on teams.
• Proficiency at learning and using new technology.

Responsibilities

• Build deep client relationships by understanding workflows and delivering product-based solutions.
• Provide support for FactSet applications and create custom models, screens, and automated processes.
• Plan and lead product trainings in client offices and at seminars.

Skills

Analytical skills

Communication skills

Team collaboration

Learning new tech

Education

Bachelor’s Degree Conferred by May 2027

Tools

Excel

Job description

FactSet Research Systems Inc. in Chicago is seeking a Client Solutions Associate to deepen client relationships, promote product adoption, and deliver onboarding and training.

You will develop client-focused workflows, support FactSet applications, and create custom models to streamline research and analysis. After training, you will combine knowledge of finance and technology to design solutions, deliver in-office trainings, and expand your expertise while serving multiple clients.