Client Solutions Associate (Hong Kong - October 2026)
Core
Client-facing role providing software training, account management, and custom data solutions to investment professionals using FactSet's financial analytics platform.
Role type
Client Solutions Associate (Junior Consultant)
Builds
Client adoption of FactSet software, customized data workflows, and training programs for investment managers and wealth managers.
Domain
Financial Technology (FinTech) / Investment Management
Deliverable
client delivery
Required skills
Advanced Excel modeling, database querying, financial data analysis, public speaking, consultative problem solving, Cantonese (business level)
Preferred skills
Mandarin or Korean (business level), background in finance or FinTech, knowledge of portfolio analysis
Technologies
FactSet platform, Excel, databases
Responsibilities
Manage assigned client accounts and ensure maximum software value, customize solutions to fit individual client workflows, demonstrate product lines and provide software training to individuals and groups, visit clients for face-to-face support and relationship building, answer day-to-day client queries and provide complex solutions via helpdesk
Seniority
Entry-level / Junior (Fresh graduates or <3 years experience)
