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Specialist, Client Services-5

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FactSet

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Data
  • Manila
  • Quick Apply

AI generated summary

  • You should have a Finance/Tech degree, skills in FinTech technologies or APIs, client-facing experience, strong analytical abilities, and excellent communication skills, with a desire to learn.
  • You will support global clients, build strong relationships, manage stakeholder communication, conduct training, and collaborate on product development and improvements for digital solutions.

Requirements

  • A relevant Finance and Technology degree or equivalent.
  • Proficiency in one or more FinTech technologies, programming, or query languages, and/or a strong technical aptitude and a desire to learn in a dynamic technical landscape.
  • Experience and working knowledge of APIs is preferred.
  • Understanding of capital market and financial data / financial terminologies
  • Prior experience in client-facing roles is preferred.
  • Strong numerical, analytical, and problem-solving skills.
  • Exceptional written and verbal communication skills.
  • Self-driven and motivated, with a desire to learn and work with new technologies.
  • Enthusiasm and drive to excel in a technical client-facing role.
  • A previous client-facing Financial-Technology experience and/or familiarity with Cloud technologies or SQL would be ideal.

Responsibilities

  • Serve as the first point of contact for all CTS digital clients globally.
  • Provide intelligent solutions and support to global clients by developing expertise in digital products and solutions.
  • Build and maintain strong client relationships, understanding their needs and providing exceptional service.
  • Collaborate with stakeholders to align goals and expectations.
  • Effectively manage stakeholders, fostering productive relationships and ensuring smooth communication.
  • Conduct external and internal training sessions to enhance client understanding and product adoption.
  • Collaborate closely with product development to contribute to innovative and market-leading solutions.
  • Provide intelligent ground up feedback for workflow improvement.

FAQs

What does the role of a Specialist in Client Services at FactSet entail?

The Specialist, Client Services position involves serving as the first point of contact for global digital clients, providing solutions and support, managing client relationships, conducting training sessions, and collaborating with product development for innovative solutions.

Is prior experience in a client-facing role required for this position?

While prior experience in client-facing roles is preferred, it is not explicitly required. Strong communication and relationship-building skills are essential for success in this role.

What kind of educational background is required for this role?

A relevant Finance and Technology degree or equivalent is required for this position.

What technical skills are preferred for candidates applying for this job?

Proficiency in FinTech technologies, programming or query languages, experience with APIs, understanding of capital markets, and familiarity with Cloud technologies or SQL are preferred.

How does FactSet address diversity and inclusion in their hiring process?

FactSet celebrates diversity of thought, experience, and perspective and is committed to disrupting bias with a transparent hiring process. All qualified applicants will be considered regardless of various factors such as race, gender, or disability.

Are training sessions a part of the job responsibilities?

Yes, conducting external and internal training sessions to enhance client understanding and product adoption is part of the job responsibilities.

What opportunities for career growth does this position offer?

This role offers a unique opportunity to gain knowledge and experience in the Financial-Technology industry, which can lead to further exciting career opportunities, including managing implementation projects and key accounts.

Is self-motivation important for this role?

Yes, being self-driven and motivated with a desire to learn and work with new technologies is important for success in this technical client-facing role.

Can individuals returning to work after a break apply for this position?

Yes, FactSet encourages individuals returning from a break to apply and offers support to help them relaunch their careers.

What is the work environment like at FactSet?

FactSet fosters a globally inclusive culture where employees are encouraged to be themselves, contribute, and grow, creating an environment that maximizes engagement and productivity.

#NotJustTheFacts

Consulting
Industry
10,001+
Employees
1978
Founded Year

Mission & Purpose

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.