FinTech Client Solutions Specialist

FactSet; San Francisco (CA); Hybrid; USD 70,000 - 76,000; Full time

Job summary

FactSet is seeking a Client Solutions Associate to build trusted relationships with data and technology leaders in the financial industry. You will tailor workflows, promote adoption of FactSet APIs, and plan client trainings to maximize value.

In this hybrid San Francisco/Boston role, you will combine finance and technology insights to understand client objectives and deliver data-driven solutions. A strong client-centric mindset and collaboration across teams are essential.

Qualifications

• Strong interest in Finance/FinTech and client-centric mindset.
• Experience or desire to be client facing as a subject matter expert.
• Proficiency at learning, using, and applying new technology.
• Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued.
• Ability to build relationships and collaborate across cross-functional teams.
• Strong analytical and problem-solving abilities.
• Strong knowledge of Microsoft Office with Excel skills.
• Bachelore207s Degree conferred by January 2027.

Responsibilities

• Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet data products.
• Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
• Plan and lead product trainings, feedback sessions, and business reviews.

Skills

Client facing

API familiarity

Data workflows

Communication

Analytical thinking

Excel

Education

Bachelore207s Degree

Tools

Python

SQL

R

APIs

Data pipelines

Job description

FactSet is seeking a Client Solutions Associate to build trusted relationships with data and technology leaders in the financial industry. You will tailor workflows, promote adoption of FactSet APIs, and plan client trainings to maximize value.

In this hybrid San Francisco/Boston role, you will combine finance and technology insights to understand client objectives and deliver data-driven solutions. A strong client-centric mindset and collaboration across teams are essential.