ABOUT FACTSET
FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet combines hundreds of databases from industry-leading suppliers into a single powerful information system.
DEPARTMENT BRIEF:
The billing department is responsible for issuing invoices to all FactSet clients on a timely basis. The department maintains client contact records and pricing. The group responds to requests from Sales team and external clients via email and phone.
JOB RESPONSIBILITIES:
- Create new client billing accounts
- Process client address changes
- Maintain invoice mailbox by filing emails and assigning emails to billing group members
- Fill out vendor and tax forms
- Respond to client inquiries for invoice copies, user-lists, account statements
- Send tax form reminders to clients
- Add purchase order numbers to invoices
- Clean up month-end undeliverable client emails
- Assist with Daily Order processing
- Respond to Sales requests regarding invoicing
- Support Billing/Collections group
- Assist with month end processes
- Assist with special projects
JOB REQUIREMENTS:
- Bachelor's or Master's degree preferably in Commerce, Business, or Finance
- Strong oral and written communication skills.
- Customer service working with internal & external clients
- High attention to detail for invoice/billing accuracy
- Proactive work style
- Completing tasks in a timely and efficient manner
- Intermediate knowledge of Excel to analyze data
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
Top Skills
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
