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Client Solutions Associate - Enterprise Data Solutions - San Francisco, CA | Boston, MA (October 2026)

Work from home Full-time role Hiring

FactSet is a leading provider of flexible, open data and software solutions for investment professionals worldwide. They are seeking a Client Solutions Associate to build relationships with clients, promote product usage, and ensure smooth onboarding through targeted training and feedback sessions.

Responsibilities

  • Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet’s data products
  • Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services
  • Plan and lead product trainings, feedback sessions, and business reviews

Skills

  • Strong interest in Finance and/or FinTech
  • Client centric mindset
  • Desire to collaborate across teams to create unique and innovative solutions
  • Experience or desire to be client facing as a subject matter expert
  • Proficiency at learning, using, and applying new technology
  • Exceptional verbal and written communication skills
  • Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued
  • Ability to build relationships and collaborate across cross-functional teams
  • Strong analytical and problem-solving abilities
  • Strong knowledge of Microsoft Office with Excel skills
  • Bachelor's Degree Conferred by September of 2026

Benefits

  • The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the table
  • A 6-month long foundational training program that equips you with a strong understanding of FactSet’s business and its clients, and facilitates a long-term career path with FactSet
  • As a member of our client-facing team, you’ll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet’s business
  • Career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking
  • A social community dedicated to volunteerism, intramural sports, and team-building events
  • Business resource groups designed to cultivate an inclusive environment for all

Company Overview

  • FactSet is a financial research company that offers risk analytics tools and data for institutional investors. It was founded in 1978, and is headquartered in Norwalk, Connecticut, USA, with a workforce of 10001+ employees. Its website is http://www.factset.com.
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