Client Solutions Associate (Shanghai - October 2026)
Core
Client-facing role providing software training, account management, and consultative support for FactSet's financial data and analytics platform to investment professionals.
Role type
Client Solutions Associate (Consultative Support)
Builds
Client relationships and adoption of FactSet's financial data and analytics software
Domain
Financial Services / FinTech
Deliverable
client delivery
Required skills
Mandarin (native), English (fluent), Excel modeling, database management, financial industry knowledge, problem-solving, public speaking
Preferred skills
Finance or FinTech background, Bachelor's degree in Finance/Economics/Math/Accounting/MIS/CS
Technologies
FactSet platform, Excel
Responsibilities
Manage assigned client accounts and ensure software value, customize solutions for client workflows, deliver software training to individuals and groups, conduct on-site client visits for support, resolve complex client queries via helpdesk, execute long-term client projects
Seniority
Entry-level / Associate