Advisor – Client Solutions
FactSet
Advisor – Client Solutions
FactSet
Subscription-based financial data and analytics platform
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 Team's Impact
Client & User Support is an industry-leading and award-winning client service team within FactSet, focusing on people with specialized knowledge of a select group of sophisticated software and product offerings. Initially, you will be tasked with supporting a wide variety of clients using the FactSet workstation, giving you the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team comprises self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence and responsibility.
- Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries
- Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels
What You'll Do
- Gain a proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel
- Follow procedures for maintaining the highest level of quality support for all FactSet clients
- Share ideas and promote suggestions for the improvement of workflows
- Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development
- Meet targets and goals set by exhibiting motivation and high performance
- Attend internal meetings and training sessions and complete projects as requested
- Keep up to date with the market we are operating in, including our products and competitors
- Progress is reviewed informally on a monthly basis, followed by formal 6-month and yearly reviews as per FactSet procedure
What We're Looking For
- Bachelor’s degree, preferably in Finance or Business majors
- English is spoken fluently
- Strong analytical and problem-solving skills as well as experience in advanced web searching
- Highly organized
- Genuine interest or experience in financial markets
- Excellent communication and interpersonal skills
- Hardworking and proactive
- Ability to work independently using creative thinking without extensive direction
- Strong work ethic and highly self-motivated
- Positive team player attitude
- Willing to start by February 2027
- Flexible to work in a shifting schedule
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:
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
FactSet provides financial data and analytics software to investment professionals through a subscription-based platform. It offers market data, fixed income data, and research management tools that deliver real-time and historical data, along with advanced analytics, to help asset managers, investment bankers, wealth advisors, and other financial professionals make informed decisions. The platform is customizable to fit different clients’ needs, and FactSet also offers consulting and support services to maximize subscription value. The company differentiates itself through a strong focus on client service and ongoing platform updates that incorporate the latest data and analytical techniques, aiming to be a trusted, comprehensive source for financial information. Its goal is to enable better investment decisions by providing access to broad data sets and sophisticated analytics within an integrated suite of tools.
Explore more opportunities at FactSet