Client Solutions Associate

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.  

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.  

Your Impact:

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.

What You’ll Do:

Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:

• 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

Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.

What We’re Looking For:

Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Minimum Requirements:

• Written and verbal business fluency in Spanish
• Ability and willingness to travel internationally, as business needs require
• Bachelor’s Degree Conferred by January of 2027

Other Experience:

• 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

What’s In It For You:

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. 
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. 
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. 
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. 
• Career progression planning with dedicated time each month for learning and development. 
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here. 

The budgeted amount range for this position is $70,000 - $76,000.