Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet's data products.
Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
Plan and lead product trainings, feedback sessions, and business reviews.
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.
Requirements
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 as a subject matter expert
Proficiency at learning, using, and applying new technology
Exceptional verbal and written communication skills
Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued
Ability to build relationships and collaborate across cross-functional teams
Strong analytical and problem-solving abilities
Strong knowledge of Microsoft Office with Excel skills
Bachelor's Degree Conferred by September of 2026
Benefits
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 eventsBusiness resource groups designed to cultivate an inclusive environment for allThe annual budgeted amount range for this position is $70,000 - $76,000.Learn more about our benefits here .Company Overview:At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for eFlexible scheduleEquity / stock options
Additional Information
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.
Locations - Hybrid: San Francisco, CA | Boston, MA
Factset · San Francisco, CA