Client Solutions Associate - New York, NY (February 2027)
factset · New York, NY, USA · United States · On-site
Posted Sep 29, 2026
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FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
Your Impact:
Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.
What You’ll Do:
Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:
Partner with clients to understand their business and investment processes and provide solutions using FactSet products
Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
Plan and lead product trainings in client offices and at training seminars
Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.
What We’re Looking For:
Client Solutions Associates have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.
Other Experience:
Experience or desire to be client facing in a support role
Proficiency at learning and using new technology
Exceptional verbal and written communication skills
Ability to build relationships and work on teams
Strong analytical and problem-solving abilities
Strong knowledge of Microsoft Office with Excel skills
Bachelor’s Degree Conferred by January of 2027
What’s In It For You:
The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that…