Position Name: Senior Associate Lead
Department: Client Implementation Solutions
Location : Remote
ABOUT FACTSET
FactSet is a leading provider of integrated online financial and economic information to the global financial community. FactSet offers mission-critical investment research and workflow solutions to analysts, portfolio managers, investment bankers and other financial professionals. FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers/management firms and other financial professionals to analyze companies, portfolios, markets & economies.
PROCESS BRIEF
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.
Senior Associate Specialist are initially tasked with supporting a wide variety of clients using the FactSet workstation, giving the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. With tenure, they are expected to fulfill bullpen (BP) roles extending assistance to Advisor if necessary.
JOB RESPONSIBILITIES
Oversee the day-to-day operations of the Customer Support Team.
Serve as a point of contact for customers on incoming customer support inquiries, communicating query status, escalating issues, and managing expectations
Answering client questions through email, instant messages, and proprietary communication channels
Collaborate cross-functionally with Implementation, Customer Success, Product to ensure a cohesive customer experience
Act as a mentor and provide oversight, coaching, and training to junior team members
Ensure the implementation tasks assigned are completed in a timely and accurate manner
Ensure all documentation is completed for the assigned task
Keep up to date with private markets, including our products and competitors
Effectively translate client requirements into reporting templates and dashboards
Assist in building out a product knowledge base of reference material and user guides
JOB REQUIREMENTS
Master’s degree in Finance, MIS, Economics, Accounting, or similar field
4+ years of experience required (Private Equity / Private Markets or financial services sector strongly preferred)
Experience in managing team in customer-facing implementation or professional services role is preferred
Experience with project management and collaboration tools, including Jira, Confluence, Intercom and Microsoft Office suite
Strong technical skills, experience building and working with large data files (Pivots, V-Lookups and Excel-add in)
Ability to efficiently handle and prioritize multiple projects and adapt to constantly changing demands
Strong analytical and problem-solving skills to troubleshoot issues and identify solutions
Outstanding communication and interpersonal skills and ability to work with a wide variety of people
Strong interpersonal skills and core values including a positive attitude, balance, creativity, determination and teamwork.
Flexible to work remotely in U.S. shift timings preferably 5.30pm-1.30am IST.
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.
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
Other Jobs from FactSet
Software Engineer-Java Developer
Lead Site Reliability Engineer
Software Engineer
Software developer (Fintech)
Software Engineer III - Dot Net Full Stack Developer
Software Engineer (PowerBI DAX)
There are more than 50,000 engineering jobs:
Subscribe to membership and unlock all jobs
Engineering Jobs
60,000+ jobs from 4,500+ well-funded companies
Updated Daily
New jobs are added every day as companies post them
Refined Search
Use filters like skill, location, etc to narrow results
Become a member
🥳🥳🥳 389 happy customers and counting...
Overall, over 80% of customers chose to renew their subscriptions after the initial sign-up.
To try it out
For active job seekers
For those who are passive looking
Cancel anytime
Frequently Asked Questions
- We prioritize job seekers as our customers, unlike bigger job sites, by charging a small fee to provide them with curated access to the best companies and up-to-date jobs. This focus allows us to deliver a more personalized and effective job search experience.
- Salaries for the engineering jobs on our site range from $100K-$200K. On average, senior engineer positions on our EchoJobs are about $160K.
- The EchoJobs positions have been sourced and vetted from the top companies to work for in the US as a software engineer, including LinkedIn and other reputable job sites. We also have syndicated jobs from companies that have just raised funding, as well as those that have great unique products and culture. From all of these sources, our founder, Morgan, has also resourced the company's authenticity in terms of their website, public appearance, and more.
- Yes, our users asked us for just this, so now our search filters allow you to search for your top jobs via location, as well as by onsite, remote, or both. Approximately 30% of our jobs are remote, so you’ve got the best options for you!
- We have not yet implemented this option, but are considering doing so in the future. For the moment, you would need to cancel your subscription, and resubscribe when you wanted to come back.
- We add new jobs to EchoJobs every day! We scan our sources for the newest jobs, verify them, and post them to EchoJobs within minutes. We add about 2,000-3,000 new jobs for you each day!
- From starting your job search to getting hired, the entire job search process can take us software engineers anywhere between 3-6 months. However, at EchoJobs, we’re striving to shorten this duration by finding the best, newest jobs for you, so you can do less job searching, and more applying.
- We’d recommend checking EchoJobs daily, as we add new jobs to the site each day. Additionally, if you got a chance to read our previous email on “what makes EchoJobs different from any other job search tools,” we also recommended that you set a job alert based on your job filters, so if you get emails on those new jobs, you could be checking more than once per day.
- If you decide to continue with us after the 1-month trial, we definitely recommend this, as we all know it usually takes 3-6 months to find a quality job as a software engineer these days. So to best support you, we just adjusted our membership options at EchoJobs to monthly, 3 months, or 12 months (this option is more for passive job seekers looking a little bit for the future if they want to come back to work or make a job switch potentially. This lets you see what’s out there in case an even better fit job becomes available.)
- EchoJobs is truly the only job site of its kind. We want to be THE spot for you to find the best job for you, and haven’t encountered any other company doing this. Other job sites are in niches besides software engineering or focus on a small portion of engineering jobs (like a specific coding language). In the words of Morgan, our founder, “I think what makes EchoJobs different is the amount of jobs, frequency that we add new jobs (we add 2,000-3,000 new jobs daily!), and the powerful search engines to find exactly the job you want more easily and efficiently. We can provide you with the most jobs that are vetted by us, we’ll continually find more new jobs for you, and we make it easier for you to apply and get hired.
What Fellow Engineers Say