Client Solutions Associate - Mumbai (October 2026)

Responsibilities

• Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:
• Developing a deep knowledge base across our 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 provide software training to individuals as well as small and large groups
• Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships
• Working on longer 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 many question's clients have in and around the use of FactSet.
• Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

Requirements

• The ideal Client Solutions Associate possesses the following qualifications:
• A bachelor's degree (Mathematics, Computer Science, Engineering, Finance and Economics majors are preferred)
• Fresh graduates or finance professionals with less than 3 years of working experience
• Fluent in English writing and speaking skills
• 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
• Sound working knowledge of spreadsheets (e.g., Excel) and databases

Benefits

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. Your Team's Impact Looking for a fun and dynamic tech role, nestled deep in the finance industry? The Client Solutions Associate role 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 our superfund and asset management industry Competitive starting salary with extra Perks not limited to; free lunch, a stocked fridge & pantry, private health care, Social Events Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs

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