6 дней назад
Client Solutions Associate (Fintech)
70 000 - 76 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solutions Associate (Fintech): Building client-focused workflows, product solutions, custom FactSet models, screens, and automated processes for investment professionals with an accent on financial markets, product adoption, and client support. Focus on designing research and analysis solutions, leading product training, and translating client feedback into product improvements.
Location: United States, Los Angeles; temporary remote from Los Angeles
Annual salary: $70,000–$76,000
Company
provides financial data, analytics, software, and workflow solutions to investment professionals and financial institutions worldwide.
What you will do
- Partner with financial-industry clients to understand their business and investment processes.
- Develop client-focused solutions and workflows using products.
- Support applications and create custom models, screens, and automated processes.
- Plan and lead product training sessions in client offices and at training seminars.
- Collect product feedback and advocate for client needs with Product Development.
- Build long-term client relationships that support product adoption and reduce cancellations.
Requirements
- Strong interest in finance and/or fintech.
- Experience or interest in working in a client-facing support role.
- Ability to learn and use new technology effectively.
- Exceptional verbal and written communication, relationship-building, teamwork, analytical, and problem-solving skills.
- Strong Microsoft Office knowledge, including Excel skills.
- Bachelor’s degree conferred by January 2027.
Culture & Benefits
- Six-month foundational training program covering ’s business, products, and clients.
- Career progression planning, professional development, monthly online learning seminars, and networking opportunities.
- Autonomy and trust in a client-facing role with direct impact on client and business outcomes.
- Volunteerism, intramural sports, team-building events, and business resource groups.
- Collaborative and inclusive working environment.
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