Advisor, Client Solutions

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.

About DSO Client services

DSO client services seek to deliver high-value, connected data to support growth and enhance client experiences by providing a full range of off-platform offerings that integrate proprietary and third-party data sets, normalized through a common data model, and ultimately allow clients to access market, company, and alternative data through a variety of delivery methods like programming languages, APIs, and data feeds.

DSO is the industry's leading supplier of FactSet and third-party content, focusing on three pillars: Connected material, Digital Delivery, and Client Workflow Solutions, with an emphasis on client and collaboration between providers. Our solutions portfolio includes Standard Data Feeds, Exchange Data Feeds, Digital Solutions, OnDemand/APIs, Cloud Deliveries, Cornerstone and User Defined Feeds, and Benchmark Feeds.

Due to our continuing growth, we are seeking highly skilled and motivated individuals to join our client services group as Specialist, Client Solutions

You will be given immediate responsibility working directly with global clients to provide intelligent solutions for their queries and developing your expertise on DSO range of products and processes. Moving forward, you will be managing implementation projects and key accounts, delivering innovative business solutions to new and existing clients.

Process Brief

FactSet Digital Solutions provides digital investment solutions for retail banking, private banking, wealth management, online brokerage, advisory and the media based on flexible technology and comprehensive support and hosting for integrated digital services and applications.

• Providing intelligent solutions and support to clients globally

  
  

• Provide intelligent solutions and support to global clients by developing expertise in digital products and solutions.

  
  

• Client relationship management

  
  

• Effectively manage stakeholders, fostering productive relationships and ensuring smooth communication.

  
  

• Working closely with product development for innovative solutions

  
  

• Conduct external and internal training sessions to enhance client understanding and product adoption.

  
  

• Assisting pre-sales process

  
  

What We're Looking For

We welcome ambitious team players with proven ability to take initiative and find creative solutions. Applicants must have a genuine interest in finance and technology, as well as the desire to continually learn and develop in an ever-changing environment. In addition, we require:

• A relevant master’s degree or equivalent (Finance + engineering is ideal)

  
  

• Experience in one or more programming/query languages - or a relevant experience demonstrating strong technical aptitude

  
  

• Good financial knowledge

  
  

• Freshers/Experienced can apply

  
  

• Strong numerical, analytical, and problem-solving skills

  
  

• Exceptional written and verbal communication skills

  
  

• Desire to learn and work with new technologies

  
  

• Enthusiasm and drive to excel in a technical client-facing role

  
  

• Previous client-facing experience

  
  

• Knowledge on APIs and SQL.

  
  

• Knowledge on Capital markets and Asset Classes.

  
  

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

  
  

• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

  
  

• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

  
  

• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

  
  

• Career progression planning with dedicated time each month for learning and development.

  
  

• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

  
  

• Learn more about our benefits here.

  
  

• Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

  
  

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.