(#R25480) Client Solutions Associate – Boston, MA (June 2025)FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.
As a globally inclusive community unified by the FactSet spirit of going above and beyond for each other, we enable our people to bring their whole selves to work and to join in, be heard, contribute, and grow.
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 productsProvide support for FactSet applications and create custom FactSet models, screens, and automated processesPlan and lead product trainings in client offices and at training seminarsWhat 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.
Other Experience: Experience or desire to be client facing in a support roleProficiency at learning and using new technologyExceptional verbal and written communication skillsAbility to build relationships and work on teamsStrong analytical and problem-solving abilitiesStrong knowledge of Microsoft Office with Excel skillsBachelor's Degree Conferred by May of 2025What's In It For You: The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the tableA 6-month long foundational training program that equips you with a strong understanding of FactSet's business and its clients, and facilitates a long-term career path with FactSetAs a member of our client-facing team, you'll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet's businessCareer progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networkingA social community dedicated to volunteerism, intramural sports, and team-building eventsThe budgeted amount range for this position is $70,000 – $76,000.
Company Overview:
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
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