FactSet Research Systems

Client Solutions Associate

FactSet Research Systems

Charlotte, NC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to FactSet Research Systems, a leading provider of integrated financial information and analytical applications. We are currently seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a Client Solutions Associate, you will play a critical role in supporting our clients by providing timely and accurate solutions to their inquiries. If you are someone who thrives in a fast-paced and dynamic environment, possesses excellent communication skills, and has a passion for delivering exceptional customer service, we want to hear from you! See below for the required qualifications for this exciting opportunity.

  1. Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and accurate manner.
  2. Maintain a thorough understanding of FactSet's products and services to effectively address client needs and provide appropriate solutions.
  3. Collaborate with internal teams to ensure prompt and efficient resolution of client inquiries and issues.
  4. Document all client interactions and maintain accurate records in the company's database.
  5. Proactively identify and report any recurring client issues or trends to management.
  6. Assist with training new colleagues on client support processes and procedures.
  7. Stay up-to-date on industry trends and developments to effectively support client needs.
  8. Continuously strive to improve processes and procedures to enhance the client experience.
  9. Maintain a positive and professional attitude towards clients and colleagues at all times.
  10. Adhere to company policies and procedures, including privacy and security protocols, to protect client information.
  11. Meet and exceed established performance metrics and goals for client satisfaction and issue resolution.
  12. Act as a brand ambassador for FactSet by promoting our products and services to clients and potential clients.
  13. Adapt to changing priorities and handle multiple tasks effectively in a fast-paced environment.
  14. Take ownership of client issues and follow through to ensure timely resolution.
  15. Continuously seek opportunities to improve and enhance the client support experience.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Economics, Business, Or Related Field

  • Strong Understanding Of Financial Markets And Industry Trends

  • Experience In Client-Facing Roles, Preferably In A Financial Services Environment

  • Proficiency In Microsoft Excel And Other Financial Software Programs

Required Skills
  • Project Management

  • Data Analysis

  • Communication

  • Market Research

  • Time Management

  • Product knowledge

  • Presentation skills

  • Relationship Building

  • Sales Support

  • Problem-Solving

  • Client management

  • Client Satisfaction

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Solutions Associate in Charlotte, NC, USA is between $45,000 and $65,000 per year. This can vary depending on factors such as the specific company, years of experience, and education level.

Additional Information
FactSet Research Systems is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 21st, 2025
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About FactSet Research Systems

FactSet Research Systems Inc., trading as FactSet, is a financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides financial information and analytic software for investment professionals.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started