FactSet China Co., Ltd. ()

Position: Client Solutions Associate (Mandarin speaking) - Shanghai Office

Start Date: Feb 2025

ABOUT FACTSET

FactSet creates 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 investment decisions. We combine hundreds of databases from industry-leading suppliers with our clients' own proprietary data to deliver a one-stop source for financial information. Our world-classs service is built on our employees ability to engage our clients through proactive consultation on the financial industry and FactSets sophisticated software and product offerings.

VALUES THAT DEFINE OUR CULTURE

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe.

Our inclusive work environment maximizes our diversity values, engagement, and productivity, and ultimately makes FactSet a fun place to work.

Diversity

At FactSet, we celebrate the 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.

Job Description 

Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:

• Developing a deep knowledge base across our business, products, and clients
• Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally
• Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships
• Defining key industry terms and concepts important to FactSets clients to be seen as an industry expert
• Using advanced product knowledge and understanding of FactSets product suite to identify and implement solutions specific to client and user workflows including Excel modeling, company research, and portfolio analysis

Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by:

• Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet software
• Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools
• Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups
• Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships
• Working on longer term projects with clients to enable them to get value out of the FactSet product suite.
• Being effective problem solvers and providing creative solutions to the many questions clients have in and around the use of FactSet.
• Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

The ideal Client Solutions Associate possesses the following qualifications:

• Native Mandarin speaker with fluent English writing and speaking skills
• Fresh graduates or investment professionals with less than 3 years of working experience
• A bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS, Computer Science majors are preferred, but all majors will be considered)
• Background or strong interest in a Finance or FinTech industry
• Strong analytical and problem-solving skills and ability to come up with creative solutions
• Exceptional communication, interpersonal and client facing skills
• Sound working knowledge of spreadsheets (e.g. Excel) and databases

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