Client Solutions Associate

Your role

Looking for a fun and dynamic tech role, nestled deep in the finance industry? Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to clients by:

• Developing a deep knowledge base across the business, products, and clients
• Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally
• Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships
• Defining key industry terms and concepts important to FactSet’s clients to be an industry expert
• Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis

Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by:

• Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet software
• Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools
• Effectively demonstrating the various product lines to clients and providing software training to individuals as well as small and large groups
• Visiting clients on a regular basis to provide face-to-face support and training and build strong relationships
• Work on longer-term term projects with clients to enable them to get value out of the FactSet product suite
• Being effective problem solvers and providing creative solutions to the questions clients have in and around the use of FactSet
• Answering day-to-day client queries and providing creative and complex solutions through their helpdesk

About you

The ideal Client Solutions Associate possesses the following qualifications:

• Fresh graduates or investment professionals with less than 3 years of working experience
• A bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS and Computer Science majors are preferred, but all majors will be considered)
• Background or strong interest in a Finance or FinTech industry
• Strong analytical and problem-solving skills and ability to come up with creative solutions
• Exceptional communication, interpersonal and client-facing skills

Benefits

As part of the Graduate Program, you will receive a competitive starting salary with extra perks not limited to free lunch, a stocked fridge & pantry, private health care and social events.

Training & development

Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. The FactSet Graduate program will offer you:

• Training program spanning 6 months to get you ready for this client-facing FinTech role
• Exposure to the largest domestic and global financial institutions across Investment Management and Investment Banking
• Responsibility for owning a multimillion-dollar book of accounts within the first 12 months
• Opportunity to become the lead consultant on tech projects that hold up their superfund and asset management industry
• Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs

To know more, watch this video:

Career progression

FactSet fosters career growth by valuing exceptional talent and encouraging new ideas to stay at the forefront of financial services and software. They prioritize internal advancement and support employees' individual career development as they continue to grow and innovate.

Source

The following source was used in researching this page:

• factset.com/careers
• factset.wd1.myworkdayjobs.com/en-US/factsetcareers/