Mandarin Bilingual | Advisor, Client Solutions

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.  

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

• Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries

• Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels

What You'll Do

• Gain 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 the improvement of workflows

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

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

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

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

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

What We're Looking For

• Any Bachelor’s degree preferably Finance or Business majors

• Fluent in English and Mandarin

• 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

• Flexible to work in shifting schedule

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.

Salary is just one component of our compensation package and is based on several factors, including but not limited to education, work experience, and certifications.