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FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.
As a globally inclusive community unified by the FactSet spirit of going above and beyond for each other, we enable our people to bring their whole selves to work and to join in, be heard, contribute, and grow.
Your Impact :
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 clients for 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.
What You’ll Do :
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 :
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.
What We’re Looking For :
Client Solutions Associates have a strong interest in Finance and / or FinTech, a client-centric mindset, and a desire to collaborate across teams to create unique and innovative solutions.
Other Experience :
What’s In It For You :
Learn more about our benefits .
The budgeted amount range for this position in the states of Connecticut and New York is $70,000 - $74,000.
Company Overview :
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities.
As a publicly traded company (NYSE : FDS NASDAQ : FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner.
For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients.
FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
Last updated : 2024-07-02
Full Time
IT Outsourcing & Consulting
$63k-82k (estimate)
07/04/2024
10/02/2024
factset.com
CHICAGO, IL
7,500 - 15,000
1978
BLAKE STROUSE
$1B - $3B
IT Outsourcing & Consulting
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, were all working together toward the goal of creating value for our clients, and were proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, a...s far as we reach, and as successful as we become, we stay connected to our clients and to each other.
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The job skills required for Client associate include Written Communication, Microsoft Office, Problem Solving, Client Relationship, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client associate positions, which can be used as a reference in future career path planning. As a Client associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client associate. You can explore the career advancement for a Client associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
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Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
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A good client associate enhances the client's experience by servicing and providing operational and administrative support.
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Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
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Step 3: View the best colleges and universities for Client Associate.