Advisor, Client Solutions | October 2026
Core
Provide expert client support and create custom financial models, screens, and solutions for investment professionals using the FactSet Workstation.
Role type
Client Solutions Advisor
Builds
Custom FactSet models, screens, and complex financial query solutions
Domain
Financial data and analytics
Deliverable
client delivery
Required skills
Advanced web searching, Financial market knowledge, Microsoft Excel proficiency, Analytical problem-solving
Preferred skills
Finance or Business degree background, Experience with FactSet Workstation
Technologies
FactSet Workstation, Microsoft Excel
Responsibilities
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
Seniority
Individual Contributor
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