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Client Solutions Associate - Enterprise Data Solutions - San Francisco, CA | Boston, MA (October 2026)
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About the position
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. 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 trusted relationships with data and technology leaders across the financial industry, develop client-focused processes and solutions, and promote high user adoption by implementing data-driven workflows. You will ensure smooth onboarding through targeted training, surface intelligent product feedback to Product Development, and serve as a client advocate. Through exceptional service, you become a recognized advisor on FactSet's data ecosystem and uphold our reputation for world-class client relationships.
Responsibilities
Form personal relationships with technical leaders in the financial industry.
Understand client objectives and develop creative ways to optimize their workflows.
Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet’s data products.
Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
Plan and lead product trainings, feedback sessions, and business reviews.
Promote product usage and adoption and reduce client cancellations.
Ensure smooth onboarding through targeted training.
Surface intelligent product feedback to Product Development.
Serve as a client advocate.
Requirements
Strong interest in Finance and/or FinTech.
Client-centric mindset.
Desire to collaborate across teams to create unique and innovative solutions.
Experience or desire to be client facing as a subject matter expert.
Proficiency at learning, using, and applying new technology.
Exceptional verbal and written communication skills.
Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued.
Ability to build relationships and collaborate across cross-functional teams.
Strong analytical and problem-solving abilities.
Strong knowledge of Microsoft Office with Excel skills.
Bachelor’s Degree Conferred by September of 2026.
Nice-to-haves
Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL)
Benefits
6-month long foundational training program
Career progression planning
Focus on professional development
Dedicated time each month for online learning seminars, and networking
Social community dedicated to volunteerism, intramural sports, and team-building events
Business resource groups designed to cultivate an inclusive environment
External referral pilot program in the United States
