URGENT! Advisor, Client Solutions (June 2020) (Applications will be Processed Online)

FactSet Philippines, Inc.

NCR, Taguig City

At least 1 Year Experience

Contractual, full, or part time positions are available

20 vacancies available


Note that the application process is done online and you don’t need to visit our office. Interviews are done via phone and teleconferencing. You recruiter would be happy to assist and provide additional details.


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 channel


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
  • Applicants must be willing to work in different shifts (6am-3pm, 3pm-12am, 10pm-6am)
  • Monday to Friday work schedule


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


  • Preferably Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
  • Required language(s): English.

Additional Requirements

  • Candidate must possess at least a Bachelor's/College Degree , Post Graduate Diploma / Master's Degree, Economics, Finance/Accountancy/Banking, Business Studies/Administration/Management, Mathematics, Commerce or equivalent.
  • No work experience required.
  • 20 Full-Time position(s) available.
  • To expedite the process, please make sure to submit your resume through this link prior to the assessment date and be in contact with Jeff: https://factset.wd1.myworkdayjobs.com/en-US/FactSetCareers/job/Manila-PHL/Advisor--Client-Solutions_R3732?__hstc=226296197.b3cec321c25a098611feece12fef09f4.1562557719779.1568257284098.1568278550395.10&__hssc=226296197.1.1569478494064&__hsfp=488800224&hsCtaTracking=5bad2784-dc05-40fe-a68d-fee1a12cdc9b%7C397e76f1-32f7-4fbf-bd20-d38c0c14c7a9

Additional Information

  • Location: Taguig City, NCR.
  • Full Time position(s) are available.
  • Number of vacancies: 20.

About Us

For 40 years, the world’s financial professionals have relied on FactSet, across teams, across asset classes, and at every stage of the investment process. Our goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis across the front, middle, and back office to drive productivity and performance. FactSet’s flexible, open data and software solutions can be implemented across the portfolio lifecycle or as standalone components serving different workflows in the organization.