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 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 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.
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:
- 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.
What We’re Looking For:
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.
Other Experience:
- Experience or desire to be client facing in a support role
- Proficient 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 2026
- For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
What’s In It For You:
- The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds
- A 6-month long foundational training program that equips you with a strong understanding of FactSet’s business and its clients, and facilitates a long-term career path with FactSet
- As a member of our client-facing team, you’ll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet’s business
- Career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking
- A social community dedicated to volunteerism, intramural sports, and team-building events
- Business resource groups designed to cultivate an inclusive environment for all
Learn more about our benefits here.
The annual budgeted amount range for this position is $50,000 - $56,000.
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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
Skills Required
- Bachelor's Degree Conferred by January of 2026
- Strong knowledge of Microsoft Office with Excel skills
- Exceptional verbal and written communication skills
- Proficient at learning and using new technology
- Strong analytical and problem-solving abilities
- Experience or desire to be client facing in a support role
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.
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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.
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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.
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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
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.
