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.
About FactSet
FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.
We believe today’s talent powers tomorrow’s innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.
FactSet’s Managed Services Department Brief
Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet’s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.
Process Brief
Our Client & Managed Services team is part of the Buy Side Services organization providing support and services for our Buyside clients globally. As a member of this team – you are an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to showcase your subject matter expertise in the FactSet Performance Measurement, Attribution, Risk and Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.
About The Role
The Specialist Services Lead is a subject matter expert in FactSet’s suite of Specialty Products, tasked with retaining business by delivering on high-value engagements through exceptional client service. They are primarily responsible for resolving client requests related to our Specialty Products, serving as main lines of contact for select specialty product users and clients, acting as escalation, and a key contributor to internal specialty product training.
What You'll Do:
60% Specialty Services retention efforts focused on both reactive and proactive client support work and other time and knowledge intensive projects. Pro-active prioritizing of requests, issues and problems.
15% Actively contributes and validates best-practices initiatives and product/workflow enhancements for specialty clients.
10% Commercial focus to identify areas for regional ASV growth for Managed Services.
10% Collaborating, mentoring, training, supporting, and acting as escalation for other client teams at FactSet.
5% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge, advance, and execute Specialty Services value-add strategies.
What We're Looking For:
Bachelor’s degree required.
7-9+ years of relevant experience.
Strong communication and interpersonal skills.
Technical and application knowledge.
Leadership and stakeholder management skills.
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.
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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.
