Advisor Client Solutions
Current● Facilitated initial support related to FactSet software, network, and systems issues raised by clients.● Demonstrated proficiency in utilizing Salesforce as a helpdesk ticketing tool to efficiently track, manage, and resolve client cases.● Followed standard operating procedures and best practices to maintain high-quality customer service.● Coordinated with various internal teams, including Client Solutions, Sales, and Product Development to provide prompt resolutions and an integrated client experience.● Assisted in developing custom models and screens on the FactSet Workstation and educated clients on its usage to address their financial queries.● Provided training and created helpdesk resources to empower clients in troubleshooting and resolving minor issues independently.● Kept up-to-date with the latest developments in FactSet products and the competitive market environment.● Shared constructive feedback for continuous improvement of service delivery, contributing positively to performance evaluations.● Met set targets and performance goals through high motivation and a commitment to client service excellence.SkillsService Desk Management • Salesforce (ticketing and case management) • Client Support • Workflow Optimization • Collaboration and Teamwork • Product Development • Training and Development • Competitive Market Analysis • Problem Solving • FactSet Workstation • Financial Data Analysis • Portfolio Analytics • Microsoft Excel