Advisor, Client Solutions - CUS Q1 FY27

Posted 9 Days Ago
Be an Early Applicant
Hyderabad, Telangana, IND
In-Office
Entry level
Aerospace • Big Data • Fintech • Software • Analytics
The Role
Support global financial-services clients through phone, email, instant messaging, and proprietary channels. Answer complex financial questions, support FactSet applications, and create custom models and screens. Maintain high-quality service, collaborate with sales and product teams, meet performance targets, contribute workflow improvements, attend training, and stay current on financial markets, products, and competitors. The role is based in Hyderabad and requires U.S. shift availability.
Summary Generated by Built In

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

Client & User Support is an industry-leading and award-winning client service team starting in Hyderabad, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, advisors will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team is composed of self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence, responsibility, and problem solving.
 

What You'll Do

  • Answer client questions globally through expert telephone, email, instant message, and proprietary communication channels

  • Support FactSet applications

  • Create custom FactSet models and screens

  • Solve complex financial queries

  • A proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel

  • Follow procedures for maintaining the highest level of quality support for all FactSet clients

  • Share ideas and promote suggestions for improvement of workflows

  • Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development

  • Meet targets and goals set by exhibiting motivation and high performance

  • Attend internal meetings and training sessions and complete projects as requested

  • Keep up to date with the market we are operating in, including our products and competitors

  • Progress is reviewed informally on a monthly basis, followed by formal 6 month and yearly reviews as per FactSet procedure

  • All FactSet policies can be found on-line at MyRewards@FactSet

  • It is the employee’s responsibility to keep updated with any changes made to them

What We're Looking For

  • MBA Finance (Freshers and Experienced) / B.Com or M.Com or BBA Finance (only if Experienced)

  • English spoken fluently

  • Strong analytical and problem-solving skills as well as experience in advanced web searching

  • Highly organized

  • Genuine interest or experience in financial markets

  • Excellent communication and interpersonal skills

  • Hardworking and proactive

  • Ability to work independently using creative thinking without extensive direction

  • Strong work ethic and highly self-motivated

  • Positive team player attitude

  • Willingness to work in U.S. shifts

  • Job Location: Hyderabad

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

  • Career progression planning with dedicated time each month for learning and development. 

  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. 

Learn more about our benefits here. 

Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law. 

Skills Required

  • MBA in Finance for freshers or experienced candidates
  • B.Com, M.Com, or BBA in Finance with relevant experience
  • Fluent spoken English
  • Strong analytical and problem-solving skills
  • Experience in advanced web searching
  • Highly organized
  • Genuine interest or experience in financial markets
  • Excellent communication and interpersonal skills
  • Hardworking and proactive work style
  • Ability to work independently and use creative thinking
  • Strong work ethic and self-motivation
  • Positive team-player attitude
  • Willingness to work U.S. shifts

Factset Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
  • Retirement Support Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
  • Equity Value & Accessibility An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.

Factset Insights

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The Company
HQ: Norwalk, CT
10,310 Employees
Year Founded: 1978

What We Do

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, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.

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