Client Solutions Specialist — FinTech Training & Impact

Tech Sales Jobs; New York (NY); On-site; USD 70,000 - 76,000; Full time

Benefits offered by this job

Foundational training program

Career progression planning

Online learning seminars

Volunteer community

Team-building events

Job summary

FactSet in New York is hiring a Client Solutions Associate to build deep client relationships, drive product adoption, and deliver tailored training and onboarding. You will understand client workflows, promote FactSet solutions, and collaborate with product teams to implement client‑centric enhancements.

The role offers a foundational training program, opportunities for career progression, and a collaborative, inclusive environment that values client success and professional development.

Qualifications

• Bachelor’s degree conferred by January 2027.
• Strong interest in Finance/FinTech and client‑centric mindset.
• Excellent verbal and written communication.
• Ability to build relationships and work on teams.
• Proficiency in learning and using new technology.
• Strong knowledge of Microsoft Office with Excel skills.

Responsibilities

• Build deep client relationships and develop client‑focused processes and solutions.
• Promote product usage and adoption and reduce client cancellations.
• Provide training and onboarding for clients.
• Plan and lead product trainings in client offices and at training seminars.
• Act as advocate for the client to Product Development.
• Provide support for FactSet applications and create custom models, screens, and automated processes.

Skills

Finance knowledge

Client facing

Analytical problem solving

Verbal and written communication

Excel skills

Learning new technology

Education

Bachelor’s Degree

Tools

FactSet platform

MS Office

Job description

FactSet in New York is hiring a Client Solutions Associate to build deep client relationships, drive product adoption, and deliver tailored training and onboarding. You will understand client workflows, promote FactSet solutions, and collaborate with product teams to implement client‑centric enhancements.

The role offers a foundational training program, opportunities for career progression, and a collaborative, inclusive environment that values client success and professional development.