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.
Strategic Partnerships and Alliances (SP&A) is a growing team, and this is an exciting opportunity to participate in our expansion and success. Our Partnerships Sales and Customer Success group consists of 50 team-members globally and we strive to deliver excellent service to our clients with our expert knowledge of FactSet’s Strategic Partnerships. Our client book consists of 500 Partnership clients globally, ~8,000 users, with $139M ASV spend. The team has achieved regular double-digit growth over time and generated $10M net ASV growth in FY23.
Key business segments targeted by the Partnership Sales team include Self- directed retail brokers, Wealth tech, Financial Exchanges, Index providers, ESG providers, Regtech, Credit rating agencies, Management Consulting Firms, and any Fintech startups.
Your Team's Impact
Looking for a fun and dynamic tech role, nestled deep in the finance industry?
The Client Solutions Associate role will offer you:
Training program spanning 6 months to get you ready for this client-facing FinTech role
Exposure to technology clients such as Exchanges, Data Providers, Government institutions across SEA.
Competitive starting salary with extra Perks not limited to; lunch stipend, a stocked fridge & pantry, private health care, Social Events
Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs
What You'll Do
Client Solutions Associates begin their careers through a comprehensive development program, learning the FactSet ethos for providing excellent client service. 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 video calls 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 a truly collaborative and consultative partnerships
Defining key industry terms and concepts important to FactSet’s clients to be an industry expert
Using advanced product knowledge and understanding of FactSet’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 FactSet 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 FactSet software
Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools
Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups
Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships
Working on longer term projects with clients to enable them to get value out of the FactSet product suite.
Being effective problem solvers and providing creative solutions to the many question’s clients have in and around the use of FactSet.
Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.
What We're Looking For
The ideal Client Solutions Associate possesses the following qualifications:
Proficient (read and write) in English and a secondary language (Mandarin Chinese, Bahasa Malaysia / Indonesia, Thai)
Finance / Technology professionals with less than 3 years of working experience
A bachelor's degree (Mathematics, Computer Science, Engineering, Finance and Economics majors are preferred)
Background or strong interest in a Finance or FinTech industry as well as a strong interest in data & technology solutions
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
Strong working knowledge of off-platform solutions (APIs, Datafeeds, Data ecosystems, etc.), AI tools, and Agentic workflows.
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.
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.
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