StreetAccount Client Solutions Specialist

FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.

As a globally inclusive community unified by the FactSet spirit of going above and beyond for each other, we enable our people to bring their whole selves to work and to join in, be heard, contribute, and grow.

Your Impact:

FactSet is seeking a Client Solutions Specialist to primarily focus on the StreetAccount.com product and client base. This role involves closely collaborating directly with clients and with sales teams to support and grow the client base. We are looking for articulate, diligent, and motivated professionals to join our team with career advancement opportunities in client service, sales, and product development.

What You'll Do:

The initial focus will be on learning the site's capabilities, content, and client interaction protocols. An entrepreneurial spirit and a desire to deepen knowledge of financial markets are essential. This role offers the opportunity to expand knowledge of market news and workflows across the financial industry while contributing cross-functionally. The primary goals are client satisfaction and customized content, along with developing and maintaining strong relationships.

Additional Responsibilities:

• Act as a first responder to client inquiries and ensure timely resolution
• Provide support for sales efforts, collaborating with Sales and Consulting teams
• Add and remove product access, documenting actions appropriately
• Train new and existing users, promoting new content and features both to increase new business and retain existing business
• Support client workflows and requests via various communication channels (including phone, email, video call, and the occasional client visit)
• Manage existing StreetAccount web business and help to close new business opportunities, where applicable
• Identify and prioritize efforts with at-risk users to maintain client retention
• Perform ID maintenance & usage analysis, advising Sales on client usage
• Submit and collaborate on client feedback for product improvement
• Expedite content corrections and ensure resolution
• Serve as an internal and external product expert for StreetAccount
• Research client contract and subscription history for sales and integration efforts
• Collaborate with teams to research and resolve billing errors
• Support product retirement/migration of users across products
• Drive product adoption and increase client awareness of StreetAccount offering
• Interact frequently with clients and colleagues to develop and maintain relationships
• Collaborate cross-functionally to integrate StreetAccount content and features

What We're Looking For:

StreetAccount Client Solutions Specialists have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Other Experience:

• Highly organized, detail oriented, excellent communication and interpersonal skills
• Genuine interest or experience in financial markets
• Strong work ethic, highly self-motivated, and ability to work independently
• Ability to problem-solve and handle time-sensitive issues with a strong sense of urgency
• Working knowledge of Microsoft Office, particularly Excel
• Client service experience preferred, not required
• Available to work 7:00 AM - 3:00 PM ET
• Bachelor's degree conferred by October 2023

What's In It For You:

• 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
• 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

Learn more about our benefits here.

Company Overview:

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

#LI-DA1

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify

FactSet is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity