Client Solutions Associate - Boston, MA (February 2027)
Core
Build deep client relationships, promote product usage and adoption, and reduce client cancellations for FactSet's financial data and analytics platform.
Role type
Client Solutions Associate (Financial Data & Analytics)
Builds
FactSet financial data and analytics platform for investment professionals
Domain
Financial Services / FinTech
Deliverable
client delivery
Required skills
Client relationship management, Financial market knowledge, Product training delivery, Custom model/screen creation, Workflow optimization, Microsoft Excel proficiency
Responsibilities
Partner with clients to understand business and investment processes, Provide support for FactSet applications and create custom models/screens, Plan and lead product training in client offices and seminars
Seniority
Entry-level (Bachelor's degree required by Jan 2027)