FactSet China Co., Ltd. 慧甚企业管理咨询 (上海) 有限公司

Position: Client Solutions Associate (Mandarin speaking) - Shanghai Office

Start Date: Feb 2025

ABOUT FACTSET

FactSet creates data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We combine hundreds of databases from industry-leading suppliers with our clients' own proprietary data to deliver a one-stop source for financial information. Our world-class’s service is built on our employees’ ability to engage our clients through proactive consultation on the financial industry and FactSet’s sophisticated software and product offerings.

VALUES THAT DEFINE OUR CULTURE

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe.

Our inclusive work environment maximizes our diversity values, engagement, and productivity, and ultimately makes FactSet a fun place to work.

Diversity

At FactSet, we celebrate the diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process.  All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Job Description 

Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:

Developing a deep knowledge base across our business, products, and clientsCommunicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externallyAsking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnershipsDefining key industry terms and concepts important to FactSet’s clients to be seen as an industry expertUsing advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including Excel modeling, company research, and portfolio analysis

Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by:

Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet softwareCustomizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and toolsEffectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groupsVisiting clients on a regular basis to provide face-to-face support, training and build strong relationshipsWorking on longer term projects with clients to enable them to get value out of the FactSet product suite.Being effective problem solvers and providing creative solutions to the many questions clients have in and around the use of FactSet.Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

The ideal Client Solutions Associate possesses the following qualifications:

Native Mandarin speaker with fluent English writing and speaking skillsFresh graduates or investment professionals with less than 3 years of working experienceA bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS, Computer Science majors are preferred, but all majors will be considered)Background or strong interest in a Finance or FinTech industryStrong analytical and problem-solving skills and ability to come up with creative solutionsExceptional communication, interpersonal and client facing skillsSound working knowledge of spreadsheets (e.g. Excel) and databases

客户解决方案专员 – 上海

FactSet 为全球数以万计的投资专业人士创建数据和软件解决方案，让投资者可以即时访问金融数据和分析，以做出重要的投资决策。我们将来自行业领先供应商的数百个数据库与客户自己的专有数据相结合，提供一站式的金融信息来源。我们世界一流的服务建立在我们员工通过对金融行业和 FactSet 复杂的软件和产品提供的主动咨询来吸引客户的能力之上。

客户解决方案专员通过全面的培训计划开始他们的职业生涯，然后首先通过电话与客户合作。在整个计划中，客户解决方案专员将通过以下方式发展广泛的技能并为我们的客户提供价值：

• 在我们的业务、产品和客户中建立深厚的知识库

• 亲自和通过电话进行有影响力的沟通，同时掌握内部和外部的演讲和公开演讲技巧

• 在各种情况下提出有效的问题，以收集信息、发现需求并创建解决方案，以促进真正的协作和咨询伙伴关系

• 专业地解释对 FactSet 的客户重要的关键行业术语和概念

• 使用先进的产品知识和对 FactSet 产品的理解来识别和实施特定于客户和用户工作流程的解决方案，包括 Excel 建模、公司研究和投资组合分析

成功完成培训计划后，您将迅速成为团队不可或缺的一员，并通过以下方式开始承担 FactSet 顾问的职责：

• 管理分配给您的账户，确保关系健康并且客户从 FactSet 软件中获得最大价值

• 定制解决方案以适应个别客户的工作流程，并确保客户能够使用 FactSet 数据和工具做出高效和准确的决策

• 有效地向客户展示各种产品线，并为个人以及团体提供软件培训

• 定期拜访客户，提供面对面的支持、培训并建立牢固的关系

• 与客户合作开展长期项目，使他们能够从 FactSet 产品套件中获得价值

• 成为有效的问题解决者，并为客户在使用 FactSet 时遇到的许多问题提供创造性的解决方案

• 通过我们的咨询台回答日常客户提问并提供创造性和最优的解决方案

理想的客户解决方案专员应具备以下资格：

• 母语为普通话，具有流利的英语写作和口语能力

• 工作经验不足3年的应届毕业生或投资专业人士

• 学士学位（金融、经济学、数学、会计、管理信息系统、计算机科学专业优先，但所有专业都会考虑）

• 有金融或金融科技行业的背景，或对该领域有浓厚兴趣

• 强大的分析和解决问题的能力以及提出创造性解决方案的能力

• 出色的沟通、人际交往和面向客户的技能

• 良好的电子表格（例如 Excel）和数据库的工作知识