Client Solutions Associate

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $70k - $76k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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FactSet

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1982

💼 Consulting

📣 Marketing

🛡️ Insurance

Consulting • Marketing • Insurance

FactSet is a global provider of integrated financial information and analytical applications for investment professionals. The company offers a wide range of solutions including asset management, risk analysis, investment research, and portfolio management tools. With a focus on utilizing artificial intelligence and data solutions, FactSet helps financial firms and investment professionals efficiently manage data, make informed decisions, and drive innovation. They leverage their technology to provide comprehensive insights and analytics across various asset classes. Over the past 40 years, FactSet has become a trusted partner for asset managers, consultants, hedge funds, and other financial institutions worldwide.

📋 Description

• Build deep client relationships through client-focused processes and solutions • Promote product usage and adoption and reduce client cancellations • Implement product-based workflows and support smooth user onboarding • Gather product feedback and advocate for clients with Product Development • Understand clients’ business and investment processes and provide solutions using FactSet products • Support FactSet applications • Create custom FactSet models, screens, and automated processes • Plan and lead product trainings in client offices and at training seminars • Develop knowledge of financial markets while working with multiple clients

🎯 Requirements

• Strong interest in Finance and/or FinTech • Client-centric mindset • Desire to collaborate across teams • Experience or desire to be client facing in a support role • Proficiency 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 2027

🏖️ Benefits

• 6-month foundational training program • Career progression planning • Professional development with dedicated monthly time for online learning seminars and networking • Social community dedicated to volunteerism, intramural sports, and team-building events • Business resource groups designed to cultivate an inclusive environment • Collaboration-focused work environment • Autonomy and trust in a client-facing team