FactSet Specialist - Client Services FactSet Specialist - Client Services …

IHS Markit
in Raleigh, NC, United States
Permanent, Full time
Be the first to apply
IHS Markit
in Raleigh, NC, United States
Permanent, Full time
Be the first to apply
FactSet Specialist - Client Services
What's in it for you:
  • As a Client Services Associate you will use your communication, analytical and Excel skills to provide front line support to IHS Markit's FactSet workstation clients
  • In the role you will manage the delivery of FactSet Excel templates, provide training to new and existing users, consult clients on all things FactSet, and troubleshoot issues
  • You will be a vital member of the team that is responsible for managing a comprehensive suite of desktop solutions
  • These solutions include financial market research, data analytics, reporting, investor relations workflow, corporate development workflow, and treasury workflow
  • As our FactSet specialist, you will work alongside our account management team to ensure clients receive excellent customer service
  • This role provides the opportunity to prepare deliverables for numerous Fortune 500 Companies and offers excellent exposure to our diverse set of clients

What you'll work on:
  • XLS template setup, coding and customization
  • Client Services & Sales training & support for the FactSet Workstation
  • Initial and ongoing client training and support
  • Serving as Data/Financials expert
  • Assisting with client deliverables
  • Internal reporting and analytics
  • Liaising with FactSet on updates, feedback, and enhancements, and produce collateral to educate and keep internal teams and clients informed of new and ongoing enhancements/features
  • Keeping internal teams and clients informed of ongoing enhancements
  • Ad-hoc projects as needed
  • Troubleshooting with clients or IT departments and FactSet 

What we look for:
  • Bachelor's degree Required
  • Relevant industry experience, i.e. Financial Services and/or a genuine interest in the financial markets is a plus
  • Experience related to the use of FactSet, Bloomberg, Capital IQ, Eikon or other finance-related 'terminals'/platforms is highly preferred
  • Excellent proficiency in Excel
  • Excellent oral and written communication skills, with strong customer service orientation
  • Ability to work across multiple teams, and to work independently yet remain a strong team player
  • Strong organizational skills and the ability to multi-task is a must
  • Self-motivated, detail-oriented, results driven, takes initiative
  • Superior analytical & independent problem-solving skills
  • Experience creating high quality deliverables


IHS Markit is committed to providing equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by the laws and regulations in any of our locations.

We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please  contact  or call +1 212 849 0399. Determination on requests for reasonable accommodation are considered on a case-by-case basis. This contact information (email and phone) is intended for application assistance and accommodation requests only.  We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up.

IHS Markit maintains a substance-free workplace. In addition, in the United States, we perform pre-employment drug testing and are required as a federal contractor to participate in the E-Verify Program to confirm eligibility to work.

For information please click on the following links:
IHS Markit Business Code of Conduct
Right to Work
EEO is the Law
EEO is the Law Supplement
Pay Transparency Statement


Current Colleagues If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.