Client Solutions Associate - Chicago, IL (October 2026)
AI summary of the role
Client Solutions Associate role at FactSet in Chicago, focused on building deep client relationships, driving product adoption, and providing training to financial professionals.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Partner with clients to understand their business and investment processes and provide solutions using FactSet products
- Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
- Plan and lead product trainings in client offices and at training seminars
- Gather intelligent product feedback and act as an advocate on behalf of the client to Product Development
What you’ll bring
- Bachelor’s Degree Conferred by September of 2026
- Strong interest in Finance and/or FinTech
- Client centric mindset and desire to collaborate across teams
- Exceptional verbal and written communication skills
Technologies
FactSet Workstation · Microsoft Office · Excel
About FactSet
Integrated financial data, analytics, and workflow software for 220K+ investment professionals across buy-side, sell-side, and wealth management.
Public · 5000+ people
Source and classification
Customer adoption & accounts · Evidence for this classification:
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. Your Impact: 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 deep client relationships by developing client-focused processes and solutions, promote high
More from the job description
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. Your Impact: 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 deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support. What You’ll Do: Through one-on-one contact with clients, you will form personal relationships w [... source excerpt omitted ...] mprove their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to: Partner with clients to understand their business and investment processes and provide solutions using FactSet products Provide support for FactSet applications and create custom FactSet models, screens, and automated processes Plan and lead product trainings in client offices and at training seminars Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform managem [... source excerpt omitted ...] in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions. Other Experience: Experience or desire to be client facing in a support role Proficiency at learning and using new technology Exceptional verbal and written communication skills Ability to build relationships and work on teams Strong analytical and problem-solving abilities Strong knowledge of Microsoft Office with Excel skills Bachelor’s Degree Conferred by September of 2026 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 opportunit
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