FactSet · 4 months ago
Client Solutions Associate - Boston, MA (June 2026)
United States, Boston, One Beacon Street
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $76K/yrFactSet is a leading provider of flexible data and software solutions for investment professionals. The Client Solutions Associate role focuses on building strong client relationships, promoting product usage, and ensuring smooth user onboarding through training and support.
AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware
Responsibilities
Partner with clients to understand their business and investment processes and provide solutions using FactSet products
Provide support for FactSet applications and create custom FactSet models, screens, and automated processes
Plan and lead product trainings in client offices and at training seminars
Qualification
Required
Experience or desire to be client facing in a support role
Proficiency at learning and using new technology
Exceptional verbal and written communication skills
Ability to build relationships and work on teams
Strong analytical and problem-solving abilities
Strong knowledge of Microsoft Office with Excel skills
Bachelor's Degree Conferred by May 2026
Preferred
Strong interest in Finance and/or FinTech
Client centric mindset
Desire to collaborate across teams to create unique and innovative solutions
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning with dedicated time each month for learning and development
Company
FactSet
FactSet is a financial research company that offers risk analytics tools and data for institutional investors.
Founded in 1978
10001+ employees
H1B Sponsorship
FactSet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (25)
2023 (56)
2022 (86)
2021 (76)
2020 (79)
Funding
Current Stage
Public CompanyTotal Funding
unknown1996-06-28IPO
Leadership Team
Kate Stepp
Chief Technology Officer
Helen Shan
EVP and Chief Financial Officer
Recent News
2025-12-20
2025-12-19
2025-12-18
Company data provided by crunchbase