Client Solutions Associate - Cape Town, October 2025
Join to apply for the Client Solutions Associate - Cape Town, October 2025 role at Fact Set
Client Solutions Associate - Cape Town, October 2025
Join to apply for the Client Solutions Associate - Cape Town, October 2025 role at Fact Set
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Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
Your Impact:
Client Solutions Associates are core to Fact Set's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on Fact Set to your clients and work to uphold Fact Set's reputation of providing world class client support.
What You’ll Do:
Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop creative ways to improve their research and analysis. Upon completion of training, you will combine an understanding of the Fact Set system with knowledge of finance and technology to:
- Partner with clients to understand their business and investment processes and provide solutions using Fact Set products
- Provide support for Fact Set applications and create custom Fact Set models, screens, and automated processes
- Plan and lead product trainings in client offices and at training seminars
What We’re Looking For:
Client Solutions Associates have a strong interest in Finance and/or Fin Tech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.
Please note that the location for this position is Cape Town
Other Experience:
- Experience or desire to be client facing in a support role
- Proficiency at learning and using new technology
- Exceptional verbal and written communication skills
- Ability to build relationships and work on teams
- Strong analytical and problem-solving abilities
- Strong knowledge of Microsoft Office with Excel skills
- Bachelor’s Degree Conferred by September of 2025
- The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the table
- A 6-month long foundational training program that equips you with a strong understanding of Fact Set’s business and its clients, and facilitates a long-term career path with Fact Set
- As a member of our client-facing team, you’ll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on Fact Set’s business
- Career progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networking
- A social community dedicated to volunteerism, intramural sports, and team-building events
- Business resource groups designed to cultivate an inclusive environment for all
Company Overview:
Fact Set (NYSE: FDS | NASDAQ: FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at follow us on Xand Linked In.
At Fact Set, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Finance and SalesIndustries
IT Services and IT Consulting, Software Development, and Financial Services
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