Advisor, Client Solutions

Posted 17 Days Ago
Be an Early Applicant
Hyderabad, Telangana
1-3 Years Experience
Big Data • Software
The Role
The Advisor, Client Solutions at FactSet is responsible for providing support to clients globally, creating custom models and screens, solving complex financial queries, and collaborating with various teams within FactSet. The role requires strong analytical skills, fluency in English, and experience in financial markets.
Summary Generated by Built In

ABOUT FACTSET

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet combines hundreds of databases from industry-leading suppliers into a single powerful information system.

PROCESS BRIEF

Client & User Support is an industry-leading and award-winning client service team starting in Hyderabad, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, advisors will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team is composed of self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence, responsibility, and problem solving.

JOB RESPONSIBILITIES

  • Answer client questions globally through expert telephone, email, instant message, and proprietary communication channels

  • Support FactSet applications

  • Create custom FactSet models and screens

  • Solve complex financial queries

  • 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

  • All FactSet policies can be found on-line at MyRewards@FactSet

  • It is the employee’s responsibility to keep updated with any changes made to them

JOB REQUIREMENTS

  • Bachelor’s or Master’s degree preferably in Commerce, Business, or Finance

  • 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

  • Willingness to work in U.S. shifts

  • Job Location: Hyderabad

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, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

Top Skills

Excel
The Company
Hyderabad, Telangana
10,310 Employees
On-site Workplace
Year Founded: 1978

What We Do

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.

For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.

As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.

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