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Advisor, Client Solutions (To start in June) (Applications will be processed online)

FactSet Philippines, Inc.

Requirements

  • Candidate must possess at least a Bachelor's/College Degree on Accounting, Business Studies/Administration/Management, Economics, Finance.
  • Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.

Responsibilities

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 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:

  • Answering client questions globally through expert telephone, email, instant message, and proprietary communication channels.
  • Support FactSet applications
  • Create custom FactSet models and screens
  • Solve complex financial queries

 

Requirements for the position:

  • Bachelor’s degree
  • 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

 

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

Additional Requirements

Additional Details:

  • 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.
  • 25 Full-Time position(s) available.
  • Please take note that your application will be processed through online and phone (online exam, HR phone interview, Microsoft Teams interview). The assigned recruiter will be the one to provide all the details regarding the process. 
  • 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_R9610?__hstc=226296197.a974ad869f06aab2895c470919fef882.1594872496522.1614003156336.1614056020191.329&__hssc=&hsCtaTracking=5bad2784-dc05-40fe-a68d-fee1a12cdc9b%7C397e76f1-32f7-4fbf-bd20-d38c0c14c7a9

Additional Info

  • Location: Taguig City, NCR.
  • Full Time position(s) are available.
  • Number of vacancies: 25.

About Us

FactSet is a leading provider of integrated online financial and economic information to the global financial community. FactSet offers mission critical investment research and work flow solutions to analysts, portfolio managers, investment bankers and other financial professionals. Our services are used by the top 10 global investments banks and 95 of the top 100 asset managers.

FactSet creates data and software solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 24 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.