Client Solutions Associate - New York, NY (February 2027)
Core
Client-facing associate building deep relationships with financial industry leaders to drive product adoption, reduce cancellations, and provide custom solutions using FactSet's data and analytics platform.
Role type
Client Solutions Associate (Financial Services)
Builds
Custom FactSet models, screens, and automated workflows for client research and analysis
Domain
Financial Services / FinTech
Deliverable
product features
Required skills
Client relationship management, Financial market knowledge, Technology proficiency, Analytical problem-solving, Microsoft Office/Excel, Training delivery
Responsibilities
Partner with clients to understand business and investment processes, Provide support for FactSet applications and create custom models/screens, Plan and lead product trainings in client offices and seminars
Seniority
Entry-level, new hire
