Client Solutions Associate
| Company | FactSet |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 3+ years of experience in financial services or a related client-facing role; ideally in investor relations, finance, or capital markets.
- Ability to manage large, complex client accounts independently, with strong organizational and time-management skills, and the ability to prioritize projects and deliverables with competing timelines.
- Outstanding verbal and written communication skills.
- High degree of resourcefulness and self-starter attitude, combined with the capacity to work in a fast-paced environment.
- Advanced proficiency with financial and market data platforms, and Microsoft Excel and PowerPoint.
Responsibilities
- Lead and manage complex client projects and deliverables from inception through completion, ensuring timely, high-quality outcomes tailored to client goals and exceeding client expectations.
- Serve as the primary point of contact for a portfolio of high-value clients and ensure consistent, high-quality support on all professional services. Resolve issues independently and proactively identify areas where we can add value.
- Leverage your capital markets expertise to deliver actionable recommendations to shape clients’ IR strategies, including targeting, reporting, and market monitoring.
- Partner with internal teams including Customer Success, Sales, R&D, and Marketing to execute and address client needs efficiently and effectively.
- Identify opportunities to enhance Professional Services processes, tools, and service offerings, contributing to the ongoing growth, success, and enablement of the team.
Preferred Qualifications
- Proficiency with FactSet would be an asset.