Remote Client Solutions Associate - FinTech

Tech Sales Jobs; Los Angeles (CA); Remote; USD 70,000 - 76,000; Full time

Job summary

FactSet is seeking a Client Solutions Associate in Los Angeles to build client relationships, promote product usage, and provide onboarding and training. You will work to understand clients’ workflows and deliver solutions using FactSet tools while fostering adoption and minimal cancellations.

The role emphasizes collaboration across teams, strong communication, and the ability to translate finance needs into technology-enabled workflows. A Bachelor’s degree is required by Jan 2027.

Qualifications

• Experience or desire to be client facing in a support role.
• 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.
• Bachelor’s Degree conferred by January 2027.

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

Strong analytical skills

Exceptional verbal and written comms

Team collaboration

Education

Bachelor’s Degree (by Jan 2027)

Tools

Microsoft Excel

MS Office

Job description

FactSet is seeking a Client Solutions Associate in Los Angeles to build client relationships, promote product usage, and provide onboarding and training. You will work to understand clients’ workflows and deliver solutions using FactSet tools while fostering adoption and minimal cancellations.

The role emphasizes collaboration across teams, strong communication, and the ability to translate finance needs into technology-enabled workflows. A Bachelor’s degree is required by Jan 2027.