Client support specialist job description

FactSet Strategic Business Unit Research & Advisory (R&A) places client obsession at the forefront of how we work, how we learn, and how we win. We partner with the Firm Type strategists to equip tomorrow's analysts, bankers, wealth advisors, corporations, private equity professionals, and buy-side users, with an ecosystem of efficiency and collaboration.

We address our clients' critical research needs via our best-in-class Workstation; scaling up all of our content, especially in the areas of Deep Sector, Private Markets, Fund Data, and Street Account; and by building hyper-personalized workflow solutions that meet users where they are. We are committed to investing in and celebrating our diverse and talented team, as well as collaborating across FactSet to drive the investment community to see more, think bigger and do their best work.

In 2019, FactSet committed to accelerating investment towards Deep Sector content, building upon the success of the Banking Regulatory Data released earlier that year. FactSet is partnering Sector Leads that draw upon extensive experience across research, hedge funds and banking, with Strategy, Content, PD and Engineering to build out Deep Sector data sets accessible via the FactSet Workstation, Datafeeds or API's. To date, core solutions have been released for Banks, Insurance, Real Estate and Energy, with further sectors in active development.

In line with product releases, FactSet is forming a new Deep Sector Specialist Conversion and Support Team, and is recruiting for Senior Client Implementation & Support Specialists who will:

Be experts in converting client Excel and PowerPoint files to dynamic FactSet coding, and in acting as the second level specialty support after general helpdesk and customer success teams Have a strong understanding of FactSet's Deep Sector and Banking Solutions, with a passion for continued learning and development Provide valuable feedback to product and content teams, especially as it relates to model conversion tools, Office Integration functionality and content methodology Share feedback with product development, engineering, and user experience teams to ensure clients can find the data they need quickly, whilst having easy access to methodology and auditability Collaborate closely with R&A Product Owners, Engineers and Strategists, General Sales and Client Solutions and other Deep Sector teams Be part of a wider ecosystem ensuring adoption and positive user experience of one of FactSet's key investment areas, contributing significantly to client retention in FactSet's most strategic Sell-Side clients
What we're looking for:
Minimum of 3 years work experience on client-facing teams within a financial or professional services organization. Experience with market data or a fintech firm, preferably having serviced the investment banking community.Experience analyzing detailed company financial statements and other financial data, with preference given to knowledge of the energy, metals, mining, insurance, or real estate sectors.Strong proficiency in Microsoft Excel and PowerPointBachelor's degree required, with a degree in accounting, finance, or economics being advantageous Exceptional interpersonal communication, collaboration, and organizational skills Strong understanding of client workflows

FactSet is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Requirements

• Bachelor's Degree in Business, Economics, Accounting, Statistics or related course experience in math / statistics / computer science / accounting
• 6+ months experience working in a call center environment
• Experience researching complex problems and arriving at a viable solution
• Basic knowledge and understanding of banking, including general regulatory and accounting guidelines
• Experience in the financial services / banking industry
• Experience researching complex problems and arriving at a viable solution
• Participation in independent case studies or external projects

Preferred:

• 2+ years' working in office environment preferred, new grads considered
• Financial services / banking industry
• Bankruptcy knowledge

APPLY DIRECTLY FOR CONSIDERATION

Born digital, Axos Bank has reinvented the banking model and grown to over $15 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

Pre-Employment Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000's List of Fastest Growing Companies
• 2022 Kansas City Business Journal's Best Places to Work
• 2021-2022 Los Angeles Business Journal's Best Places to Work
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Denver Business Journal's Best Places to Work
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Utah Business Best Companies to Work for in Utah
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
• 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2021 Wichita Business Journal's Fastest Growing Companies List