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Advisor, Client Solutions

1 month ago

Taguig, National Capital Region, Philippines Santaisabel Full time

National Capital Region (NCR), Taguig City

Minimum Requirements
  • Candidate must possess at least a Bachelor's/College Degree in Accounting, Business Studies/Administration/Management, or Finance.
  • Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.
Responsibilities

Advisor, Client Solutions

Client and User Support

Client & User Support is an industry-leading and award-winning client service team within FactSet, focusing on people with 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, giving you the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team comprises self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence and responsibility.

Key Responsibilities:

  • 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.
  • 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 the 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.
Requirements
  • English is 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.
Additional Info
  • Location: Taguig City, National Capital Region (NCR).
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