Advisor
FactSet
Manila, PHL
3d ago

Advisor, Client Solutions

Client & User Support, Global Client Solutions

Client & User Support is an industry-leading and award-winning client service team within FactSet, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings.

Initially, you will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give you 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 and responsibility.

As an Advisor, Client Solutions, you will :

  • Support FactSet applications and create custom FactSet models, screens, and solve complex financial queries
  • Provide creative solutions through expert telephone, email, instant message, and proprietary communication channels
  • Requirements for the position :

  • Bachelor’s degree
  • 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
  • Key responsibilities and accountabilities :

  • 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
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