Client Solutions Associate

FactSet

. Build deep client relationships through client-focused processes and solutions .

Posted 9/29/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $70,000 - $76,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and support capabilities, with a focus on promoting product usage and adoption. Proficient in creating custom solutions and providing training while possessing a solid understanding of financial markets.

Highest-signal resume keywords

Client Relationship ManagementProduct Training and SupportFinancial Market KnowledgeMicrosoft Office ProficiencyAnalytical and Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Custom FactSet ModelsAutomated ProcessesProduct-Based WorkflowsUser OnboardingData Analysis

Soft Skills

Client-Centric MindsetCollaborationVerbal CommunicationWritten CommunicationTeamwork

Tools & Technologies

FactSet Applications

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

FinanceFinTechClient-Facing SupportProduct FeedbackInvestment Processes

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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