2021 Advisor, Client Solutions

Responsibilities:

• Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries
• Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels

Requirements for the position:

• Bachelor's degree
• English spoken fluently
• Strong analytical and problem-solving skills as well as experience in advanced web-searching
• Highly organized
• Genuine interest or experience in financial markets
• Excellent communication and interpersonal skills
• Hardworking and proactive
• Ability to work independently using creative thinking without extensive direction
• Strong work ethic and highly self-motivated
• Positive team player attitude

Key responsibilities and accountabilities:

• A proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel
• Follow procedures for maintaining the highest level of quality support for all FactSet clients
• Share ideas and promote suggestions for improvement of workflows
• Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development
• Meet targets and goals set by exhibiting motivation and high performance
• Attend internal meetings and training sessions and complete projects as requested
• Keep up to date with the market we are operating in, including our products and competitors
• Progress is reviewed informally on a monthly basis, followed by formal 6 month and yearly reviews as per FactSet procedure