Client Solutions Associate,

3 - 8 years

7 - 8 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Training program spanning 6 months to get you ready for this client-facing FinTech role
  • Exposure to the largest domestic and global financial institutions across Investment Management and Investment Banking
  • Responsibility for owning a multimillion-dollar book of accounts within the first 12 months
  • Opportunity to become the lead consultant on tech projects that hold up our superfund and asset management industry
  • Competitive starting salary with extra Perks not limited to; free lunch, a stocked fridge & pantry, private health care, Social Events
  • Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs
What Youll Do
Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:
  • Developing a deep knowledge base across our business, products, and clients
  • Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally
  • Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships
  • Defining key industry terms and concepts important to FactSet s clients to be an industry expert
  • Using advanced product knowledge and understanding of FactSet s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis
  • Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by:
  • Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet software
  • Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools
  • Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups
  • Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships
  • Working on longer term projects with clients to enable them to get value out of the FactSet product suite.
  • Being effective problem solvers and providing creative solutions to the many question s clients have in and around the use of FactSet.
  • Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

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FactSet logo
FactSet

Financial Services

Norwalk Connecticut

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