Client Solutions Associate - Boston, MA (October 2025) at FactSet Research Systems
Boston, Massachusetts, USA -
Full Time


Start Date

Immediate

Expiry Date

10 Oct, 25

Salary

76000.0

Posted On

10 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Microsoft Office, Training Seminars, Training, Completion, Communication Skills, Finance, Teams, Technology, Automated Processes, Screens

Industry

Financial Services

Description

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.

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 seminar
Responsibilities

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.

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