FinTech Client Solutions Associate — Training & Impact

10000 FactSet Research Systems Inc.; Boston (MA); On-site; USD 70,000 - 75,000; Full time

Job summary

FactSet Research Systems Inc. is seeking a Client Solutions Associate in Boston to build deep client relationships by understanding workflows and delivering tailored product-based solutions.

After training, you will combine finance knowledge with FactSet technology to support clients, develop custom models, and lead training sessions. You will engage with leaders in finance, promote product adoption, and ensure smooth onboarding while acting as a trusted advisor to clients and maintaining

Qualifications

• Bachelor’s degree by January 2027.
• Authorized to work in the United States without employer sponsorship now or in the future.
• Experience in client-facing support roles.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office with Excel skills.

Responsibilities

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

Skills

Client-facing

Communication skills

Analytical thinking

Excel skills

Team collaboration

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

FactSet Research Systems Inc. is seeking a Client Solutions Associate in Boston to build deep client relationships by understanding workflows and delivering tailored product-based solutions.

After training, you will combine finance knowledge with FactSet technology to support clients, develop custom models, and lead training sessions. You will engage with leaders in finance, promote product adoption, and ensure smooth onboarding while acting as a trusted advisor to clients and maintaining