Client Solutions Associate

If you are looking to launch a career that blends finance, technology, and client engagement, the Client Solutions Associate role in Mumbai (October 2025) at FactSet could be your gateway. This opportunity is designed for ambitious graduates and young professionals who want to work with global financial institutions, master financial technology, and grow into future consultants and leaders.
Overview of the Role
Job Title | Client Solutions Associate |
Location | Mumbai, India – Godrej Two |
Application Cycle | October 2025 |
Employment Type | Full-time |
Experience Level | Fresh graduates or professionals with < 3 years |
Preferred Background | Finance, Economics, Computer Science, Engineering, Mathematics |
Key Skills | Excel, databases, problem-solving, client communication |
Job Requisition ID | R28990 |
Company | FactSet (NYSE : FDS) |
Apply Here | Apply Now |
Why Choose FactSet for Your Career?
FactSet is a leading provider of financial data, software, and analytics used by more than 200,000 investment professionals worldwide. From investment managers and hedge funds to global investment banks, FactSet’s tools help decision-makers analyze portfolios, research companies, and model investments efficiently.
Being a part of FactSet means more than just a job. It offers the chance to contribute to next-generation FinTech solutions, interact with top-tier clients, and build long-term expertise in finance and technology.
What Makes the Client Solutions Associate Role Unique?
Unlike many entry-level jobs, this role is structured around a six-month training program that equips you with in-depth product knowledge, financial acumen, and consulting skills. By the end of the first year, you’ll be managing multimillion-dollar client accounts and providing solutions to some of the biggest names in the finance industry.
Some standout features include:
- Exposure to global and domestic investment banks and asset managers
- Direct ownership of client relationships early in your career
- Continuous professional development and career progression
- A work environment blending finance, technology, and consulting
Key Responsibilities
As a Client Solutions Associate, you will:
- Develop product expertise across FactSet’s suite, including portfolio analysis, Excel modeling, and company research tools.
- Support clients directly over phone, email, and in-person visits.
- Customize solutions to fit specific client workflows for efficiency and accuracy.
- Deliver training to small and large groups on how to maximize FactSet’s features.
- Problem-solve creatively, addressing both simple queries and complex analytical challenges.
- Work on long-term projects, ensuring clients continuously find value in FactSet’s technology.
- Build consultative partnerships, where your advice and product knowledge shape client success.
Who Can Apply?
FactSet is looking for fresh graduates and professionals with up to three years of experience. The ideal candidate brings a combination of technical skills, financial interest, and interpersonal strengths.
Client Solutions Associate jobs in Mumbai
Eligibility & Preferred Backgrounds:
- Bachelor’s degree in Finance, Economics, Engineering, Computer Science, or Mathematics
- Strong English communication skills (written and verbal)
- Interest in finance, FinTech, or technology consulting
- Ability to analyze data, think critically, and present solutions
- Working knowledge of Excel and databases
Perks and Benefits
FactSet emphasizes employee well-being and career growth. If you join as a Client Solutions Associate, you can expect:
- Competitive starting salary with extra perks like free lunch, stocked pantry, and private healthcare.
- Career progression planning with dedicated learning and development time each month.
- Flexible work accommodations supporting work-life balance.
- Participation in social responsibility programs and volunteering opportunities.
- Access to Business Resource Groups for networking and inclusion.
- Recognition as part of an S&P 500 company with over 45 years of growth.
Career Growth Path
FactSet’s structure ensures you grow into leadership and consulting roles. The typical path looks like this:
- Training Program (First 6 Months) – Gain technical and financial expertise.
- Client Solutions Associate (Year 1) – Manage client accounts and workflows.
- FactSet Consultant – Lead client engagements and deliver customized solutions.
- Future Leadership Roles – Opportunities in account management, product strategy, or global consulting.
Why Mumbai?
Mumbai is India’s financial hub, home to the country’s largest banks, asset managers, and private equity firms. Working at FactSet’s Godrej Two office in Mumbai means you’ll be at the heart of India’s fast – growing FinTech ecosystem while engaging with clients worldwide.
Frequently Asked Questions (FAQs)
Q1. What is the focus keyword for this role?
The focus keyword is Client Solutions Associate Mumbai (October 2025).
Q2. Is prior finance experience mandatory?
No, fresh graduates can apply, However, an interest in finance, data, and technology is strongly preferred.
Q3. What does the 6-month training include?
The training covers FactSet’s product suite, client engagement strategies, presentation skills, and hands-on workflows like Excel modeling and portfolio analysis.
Q4. Will I need to travel for this role?
Yes, occasional client visits are expected to strengthen relationships and provide in-person training.
Q5. What kind of clients will I work with?
You’ll support investment banks, asset managers, hedge funds, and global financial institutions using FactSet tools.
Q6. How does FactSet support career progression?
Through continuous learning, mentorship, and opportunities to lead projects. Many associates transition into consultant and management roles within a few years.
Q7. What makes this role different from other FinTech jobs?
The balance of finance knowledge, technology expertise, and direct client interaction makes this role unique. You’ll not only learn tools but also consult clients on strategic workflows.
Conclusion
The FactSet Client Solutions Associate role in Mumbai (October 2025) is a perfect opportunity for ambitious graduates and early – career professionals who want to combine financial knowledge with technology-driven problem-solving. With structured training, global exposure, and clear career progression, this role can set you on the path to becoming a trusted FinTech consultant.
Ready to start your career at FactSet?
