Financial Solutions Specialist

2 days ago

Sydney, New South Wales, Australia beBeeClient Full time US$70,000 - US$76,000

Build Meaningful Client Relationships

As a Client Solutions Associate, you will play a crucial role in fostering deep client connections and promoting high user adoption of our financial data and analytics solutions.

You will work closely with clients to understand their business and investment processes, providing tailored solutions using our products and creating custom models, screens, and automated processes.

Additionally, you will plan and lead product trainings in client offices and at training seminars, ensuring seamless onboarding and maximizing the value of our solutions for our clients.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their workflows and providing creative solutions to improve their research and analysis.
  • Partner with clients to implement product-based workflows and provide support for our applications.
  • Plan and lead product trainings, combining knowledge of finance, technology, and our system.

Requirements:

  • Bachelor's Degree conferred by September 2025.
  • Strong analytical and problem-solving abilities, with excellent verbal and written communication skills.
  • Ability to build relationships and work on teams, with proficiency in Microsoft Office and Excel skills.
  • Desire to collaborate across teams to create unique and innovative solutions.

What We're Looking For

We are seeking individuals with a strong interest in Finance and/or FinTech, a client-centric mindset, and a desire to collaborate across teams to create unique and innovative solutions.

At our organization, we celebrate diversity of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, or other protected characteristics.

Our Mission

Our mission is to empower clients to make informed decisions through our cutting-edge financial data and analytics solutions.

By joining our team, you will have the opportunity to work with a talented group of professionals who share your passion for finance and technology.

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