Client Solutions Associate
4 weeks ago
FactSet is a leading provider of financial data and software solutions for investment professionals. Our mission is to empower our clients to make informed investment decisions by providing instant access to financial data and analytics.
Our Culture
We value diversity, inclusivity, and collaboration. Our team is dedicated to fostering a globally inclusive culture that enables our people to be themselves at work and to contribute their unique perspectives and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time, and we strive to create an environment that encourages creativity, innovation, and growth.
Job Summary
We are seeking a Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for developing a deep knowledge base across our business, products, and clients. You will communicate with impact in person and over the phone, mastering presentation and public speaking skills both internally and externally. You will ask effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships. You will define key industry terms and concepts important to FactSet's clients to be seen as an industry expert. You will use advanced product knowledge and understanding of FactSet's product suite to identify and implement solutions specific to client and user workflows, including Excel modeling, company research, and portfolio analysis.
Responsibilities
As a Client Solutions Associate, you will:
• Manage 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
• Customize solutions to fit with individual client workflows and ensure that the client can make efficient and accurate decisions using FactSet data and tools
• Effectively demonstrate the various product lines to clients and provide software training to individuals as well as small and large groups
• Visit clients on a regular basis to provide face-to-face support, training, and build strong relationships
• Work on longer-term projects with clients to enable them to get value out of the FactSet product suite
• Be effective problem solvers and provide creative solutions to the many questions clients have in and around the use of FactSet
• Answer day-to-day client queries and provide creative and complex solutions through our helpdesk
Requirements
We are looking for a fresh graduate or investment professional with less than 3 years of working experience. You should have a bachelor's degree in Finance, Economics, Mathematics, Accounting, MIS, or Computer Science. You should have a strong background or interest in a Finance or FinTech industry. You should have strong analytical and problem-solving skills and the ability to come up with creative solutions. You should have exceptional communication, interpersonal, and client-facing skills.
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