Client Solutions Associate
Há 5 dias
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
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
Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.
What You'll Do
Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the FactSet system with knowledge of finance and technology to:
- 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
Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clients. They do not provide financial advice, nor do they perform management consulting functions.
What We're Looking For
Client Solutions Associates 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
- 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 September 2025
- Proficiency in writing and speaking English and Portuguese
- Ability to travel to the United States for 2 weeks of in-person training
- Applicants must be legally authorized to work in Brazil without the need for employer sponsorship, now or at any time in the future.
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here.
Company Overview
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
-
Client Services Associate
Há 3 horas
São Paulo, São Paulo, Brasil EXT Tempo inteiro R$3.000 - R$60.000 por anoCompany & CultureEXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments- including stocks, ETFs, bonds, futures, and options- all within a...
-
Client Solutions Manager
Há 2 dias
São Paulo, São Paulo, Brasil TikTok Tempo inteiro R$80.000 - R$150.000 por anoSalesClient Solutions Manager (CSM) - Fintech and M&E - São PauloLocation:Sao PauloEmployment Type:RegularJob Code:A132983ResponsibilitiesTeam IntroductionOur team is dedicated to fostering and expanding relationships with our clients. We are committed to delivering exceptional client service and comprehensive education on our products and solutions. Our...
-
São Paulo, São Paulo, Brasil Client Solutions Tempo inteiro R$90.000 - R$120.000 por anoPaís/Região: BRCidade: São PauloPlataforma de Negócio: Client SolutionsA EDP é um grupo energético global presente em cerca de 30 mercados, com ênfase particular nas energias renováveis. Com mais de 45 anos de experiência, temos consolidado uma presença relevante no cenário energético mundial, baseando-nos no compromisso de ser totalmente verde...
-
Client Solutions Manager
Há 6 dias
São Paulo, São Paulo, Brasil Hays Tempo inteiro R$84.000 - R$120.000 por anoVaga Temporária de 6 meses: Client Solutions Manager (Gerente de Soluções para o Cliente)Oportunidade em Multinacional de MídiasHíbrido 4x presenciais e 1x Home Office - São Paulo /SPDesafio:Conduzir treinamentos sobre produtos, atualizações da empresa e compartilhar melhores práticas relevantes para o negócio de clientes ou agências;Gerenciar e...
-
São Paulo, São Paulo, Brasil Macquarie Group Tempo inteiro R$90.000 - R$120.000 por anoJoin our Commodities and Global Markets team is Sao Paulo Brazil as a Client Operations Program Oversight Associate. The Client Operations Program Oversight Associate will provide concierge style support to our Sales and marketing staff, responsible for all client onboarding and lifecycle management activities. The sales staff will rely on you for process...
-
Assistente de atendimento ao cliente
Há 6 dias
São Paulo, São Paulo, Brasil UL Solutions Tempo inteiro R$3.500 - R$5.500 por anoJob DescriptionNa UL, os clientes são a nossa prioridade e, por isso, todas as responsabilidades giram em torno da melhoria da experiência do cliente. No cargo deAssistente de Atendimento ao Cliente, você atuará como o elo entre os produtos de software da UL Solutions e o cliente, representando a empresa. Essa posição tem um impacto direto na...
-
São Paulo, São Paulo, Brasil Meta Tempo inteiro US$104.000 - US$130.878 por anoThe Client Solutions Manager is a strategic solution-driver with a focus on driving revenue, advertiser education & advertiser satisfaction. This role is responsible for optimizing complex opportunities and using data and analytics to build consultative and technical solutions for our customers, providing business insights, driving revenue, advertiser...
-
Client Services Associate
Há 6 dias
São Paulo, São Paulo, Brasil Transperfect Tempo inteiro US$40.000 - US$80.000 por anoWhat You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects.Respond to client requests for new project initiatives through our centralized technologyCollaborate with various members of the production team...
-
Industry Solutions Intern
Há 7 dias
São Paulo, São Paulo, Brasil o9 Solutions, Inc. Tempo inteiro R$42.000 - R$72.000 por anoTransforming the Future of Enterprise PlanningAt o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster.This not only enhances...
-
São Paulo, São Paulo, Brasil Meta Tempo inteiro US$104.000 - US$130.878 por anoThe Client Solutions Manager is a strategic solution-driver with a focus on driving revenue, advertiser education & advertiser satisfaction. This role is responsible for optimizing complex opportunities and using data and analytics to build consultative and technical solutions for our customers, providing business insights, driving revenue, advertiser...