Client Solutions Associate, Factset

Americas Campus, February 2024

$70-74k

Salary range for New York applicants only

Entry and Junior level

Austin

Boston

Chicago

Los Angeles

New York

San Francisco Bay Area

Business data & analytics for finance

Job no longer available

Business data & analytics for finance

1001+ employees

B2BInvestingAnalyticsFinancial Services

Job no longer available

$70-74k

Salary range for New York applicants only

Entry and Junior level

Austin

Boston

Chicago

Los Angeles

New York

San Francisco Bay Area

1001+ employees

B2BInvestingAnalyticsFinancial Services

Company mission

To provide access to connected financial data, next-gen AI tools, and dedicated support to help clients see more, think bigger, and do their best work.

Job

Company

Role

Who you are

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
Experience or desire to be client-facing in a support role
Proficiency at learning and using new technology
Exceptional verbal and written communication skills
Ability to build relationships and work on teams
Strong analytical and problem-solving abilities
Strong knowledge of Microsoft Office with Excel skills
Bachelor's Degree Conferred by January of 2024

What the job involves

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
Partner with clients to understand their business and investment processes and provide solutions using FactSet products
Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
Plan and lead product trainings in client offices and at training seminars

Our take

FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.

Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.

As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

11% employee growth in 12 months

Glassdoor (4)

Company

Funding (1 round)

May 2003

$0.2m

SEED

Total funding: $0.2m

Company HQ

Norwalk, CT

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