Customer Success Associate

2 weeks ago

Taguig, Philippines FactSet Full time

Overview

Customer Success Associate (ENTRY Level) – FactSet, Taguig, National Capital Region, Philippines

FactSet creates flexible, open data and software solutions for investment professionals worldwide, providing instant access to financial data and analytics used to make crucial decisions.

At FactSet, our values guide how we act and operate, and how we treat each other, our clients, and our communities. We believe curiosity is key to anticipating client needs and exceeding expectations.

What We Are Looking For

We’re looking for a detail-oriented and proactive Customer Success Associate (CSA) to join our growing team. In this role, you’ll work closely with our Customer Success Managers (CSMs) to drive client adoption and satisfaction by delivering tailored client resources and managing timely customer support. You will be at the heart of ensuring our clients get the most value from our platform—whether that’s through creating custom deliverables, responding to client inquiries, or troubleshooting technical challenges.

Key Responsibilities
  • Create bespoke client-facing materials to support customer adoption, including but not limited to: Board reports, Irwin IQ reports, NOBO analyses, IRM activity reports, and other custom or ad-hoc client requests.
  • Manage the support inbox for your assigned CSM pod, ensuring timely and accurate responses to client inquiries.
  • Answer general “how-to” platform questions across all product areas.
  • Troubleshoot and escalate technical issues in collaboration with the cs-triage team while keeping clients informed.
  • Pull and deliver custom reports from Irwin based on client needs.
Who You Are
  • Customer-centric mindset
  • Strong attention to detail
  • Proficiency in MS Office suite and FactSet
  • High organizational skills and ability to prioritize tasks effectively
  • Excellent communication and presentation skills
  • Ability to work well in a fast-paced team environment and collaborate cross-departmentally
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 total well-being including health, life, and disability insurance, retirement savings plans, a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations to support work/life harmony.
  • A global community dedicated to volunteerism and sustainability, where collaboration is 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 foster connection, growth, and belonging.
  • Salary is based on factors including education, work experience, and certifications.
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 global clients. We are a member of the S&P 500 and have been recognized among the Best Places to Work in 2023 by Glassdoor. 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.

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