ABOUT FACTSET

Fact Set creates data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We combine hundreds of databases from industry-leading suppliers with our client’s own proprietary data to deliver a one-stop source for financial information. Our world-class’s service is built on our employees’ ability to engage our clients through proactive consultation on the financial industry and Fact Set’s sophisticated software and product offerings.

VALUES THAT DEFINE OUR CULTURE

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe.

Our inclusive work environment maximizes our diversity values, engagement, and productivity, and ultimately makes Fact Set a fun place to work.

Diversity

At Fact Set, we celebrate the diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. Fact Set participates in E-Verify.

Job Description

Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:

Developing a deep knowledge base across our business, products, and clients

Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally

Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster truly collaborative and consultative partnerships

Defining key industry terms and concepts important to Fact Set’s clients to be seen as an industry expert

Using advanced product knowledge and understanding of Fact Set’s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis

Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a Fact Set Consultant by:

Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the Fact Set software

Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using Fact Set data and tools

Effectively demonstrating the various product lines to clients and providing software training to individuals as well as small and large groups

Visiting clients on a regular basis to provide face-to-face support, and training and build strong relationships

Working on longer-term projects with clients to enable them to get value out of the Fact Set product suite.

Being effective problem solvers and providing creative solutions to clients’ many questions in and around the use of Fact Set.

Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

The ideal Client Solutions Associate possesses the following qualifications:

Fluent English and Chinese (Cantonese & Mandarin) writing and speaking skills OR Fluent English and Korean

Fresh graduates or investment professionals with less than 3 years of working experience

A bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS, and Computer Science majors are preferred, but all majors will be considered)

Background or strong interest in a Finance or Fin Tech industry

Strong analytical and problem-solving skills and ability to come up with creative solutions

Exceptional communication, interpersonal and client-facing skills

Sound working knowledge of spreadsheets (e.g., Excel) and databases

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time