6 дней назад
Client Solutions Associate
70 000 - 76 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solutions Associate (FinTech): Supporting investment professionals by implementing FactSet workflows, building custom models and screens, and delivering product training with an accent on client solutions, financial analysis, and technology adoption. Focus on understanding complex investment processes, creating automated workflows, and translating client feedback into product improvements.
Location: New York, NY, USA; in-person product training is provided in client offices and at training seminars.
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 clients to understand their business and investment processes and recommend solutions using products.
- Support applications and create custom models, screens, and automated processes.
- Build client relationships with leaders in the financial industry and improve research and analysis workflows.
- Plan and lead product training sessions in client offices and at training seminars.
- Gather product feedback and represent client needs to Product Development.
Requirements
- Strong interest in finance and/or FinTech.
- Client-focused mindset and willingness to work in a client-facing support role.
- Ability to learn and use new technology, build relationships, collaborate across teams, and solve analytical problems.
- Exceptional verbal and written communication skills.
- Strong knowledge of Microsoft Office, including Excel.
- Bachelor’s degree conferred by January 2027.
Culture & Benefits
- Six-month foundational training program covering ’s business and clients.
- Career progression planning, professional development, monthly online learning seminars, and networking opportunities.
- Autonomy and trust in a client-facing role with direct business impact.
- Volunteerism, intramural sports, team-building events, and business resource groups supporting an inclusive environment.
- Full-time employment with access to company benefits.
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