FinTech Client Solutions Specialist

FactSet; United States; Remote; USD 70,000 - 76,000; Full time

Benefits offered by this job

Foundational training

Online seminars

Volunteer community

Networking events

Employee resource groups

Job summary

FactSet is seeking a Client Solutions Associate to build deep client relationships, promote product adoption, and train users on FactSet tools. You will work directly with investment professionals to understand their workflows and deliver tailored solutions that improve research and analysis.

After completing a six-month foundational training program, you will contribute to client success by delivering training, supporting applications, and collaborating across teams to drive adoption and reduce

Qualifications

• Bachelor’s degree conferred by January 2027.
• Proficiency at learning and using new technology.
• Exceptional verbal and written communication skills.
• Ability to build relationships and work on teams.
• Strong analytical and problem-solving abilities.
• Strong knowledge of Microsoft Office with Excel skills.

Responsibilities

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

Skills

Finance/FinTech interest

Client focus

Cross-team collaboration

Communication skills

Analytical thinking

Problem solving

Tech-savvy

Client-facing experience

Teamwork

Education

Bachelor’s Degree Conferred by January 2027

Tools

Excel

Job description

FactSet is seeking a Client Solutions Associate to build deep client relationships, promote product adoption, and train users on FactSet tools. You will work directly with investment professionals to understand their workflows and deliver tailored solutions that improve research and analysis.

After completing a six-month foundational training program, you will contribute to client success by delivering training, supporting applications, and collaborating across teams to drive adoption and reduce