Client Solutions Associate, Factset
October 2025
Business data & analytics for finance
Job no longer available
Business data & analytics for finance
1001+ employees
Job no longer available
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
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
- Fluency in both French and English (must have)
- Ability to build relationships and work on teams
- Strong analytical and problem-solving abilities
- Strong knowledge of Microsoft Office with Excel skills
- Masters' Degree Conferred by September of 2025
What the job involves
- 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
- 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 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
- 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
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
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company HQ
Norwalk, CT
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
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