Client Solutions Associate - San Francisco, Ca (june 2026)

FactSet

San Francisco, California, US
Base: $70,000 - $76,000; bonus/equity: not specifi...
Bachelor's degree conferred by june 2026
Strong interest in finance or fintech
Proficiency with microsoft office excel
Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption while reducing client cancellations

Job Summary

  • Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption while reducing client cancellations.
  • The role involves building deep client relationships by developing client-focused processes and providing necessary training to ensure smooth user onboarding.
  • Candidates will receive a 6-month long foundational training program that equips them with a strong understanding of FactSet's business and its clients.

Matching Summary

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption while reducing client cancellations.

Salary

Base: $70,000 - $76,000; Bonus/Equity: Not specified; Benefits: Comprehensive including learning seminars and volunteerism opportunities

Skills & Requirements

Must-have

  • Bachelor's Degree conferred by June 2026
  • Strong interest in Finance or FinTech
  • Proficiency with Microsoft Office Excel

Nice-to-have

  • Desire to be client facing in a support role
  • Ability to build relationships and work on teams
  • Exceptional verbal and written communication skills

Key Requirements

  • Bachelor's Degree required
  • Degree conferred by June 2026
  • Strong analytical and problem-solving abilities

Work Rights

Not specified

Tailored Resume

Cover Letter