Client Solutions Associate

Client Solutions Associate (Sydney, Australia - June 2025)

ABOUT FACTSET

FactSet creates 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 investment decisions. We combine hundreds of databases from industry-leading suppliers with our client’s own proprietary data to deliver a one-stop source for financial information. Our world-class’s service is built on our employees’ ability to engage our clients through proactive consultation on the financial industry and FactSet’s sophisticated software and product offerings.

VALUES THAT DEFINE OUR CULTURE

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe.

Our inclusive work environment maximizes our diversity values, engagement, and productivity, and ultimately makes FactSet a fun place to work.

Diversity

At FactSet, we celebrate the 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.

Looking for a fun and dynamic tech role, nestled deep in the finance industry?

The Client Solutions Associate role will offer you:
- Training program spanning 6 months to get you ready for this client-facing FinTech role- Exposure to the largest domestic and global financial institutions across Investment Management and Investment Banking- Responsibility for owning a multimillion-dollar book of accounts within the first 12 months- Opportunity to become the lead consultant on tech projects that hold up our superfund and asset management industry- Competitive starting salary with extra Perks not limited to; free lunch, a stocked fridge & pantry, private health care, Social Events- Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs

Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by:
- Developing a deep knowledge base across our business, products, and clients- Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally- Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships- Defining key industry terms and concepts important to FactSet’s clients to be an industry expert- Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis

Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by:
- Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet software- Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools- Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups- Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships- Working on longer term projects with clients to enable them to get value out of the FactSet product suite.- Being effective problem solvers and providing creative solutions to the many question’s clients have in and around the use of FactSet.- Answering day-to-day client queries and providing creative and complex solutions through our helpdesk.

The ideal Client Solutions Associate possesses the following qualifications:
- You must be an Australian Citizen/ Australia PR/ New Zealand Citizen.- Fresh graduates or investment professionals with less than 3 years of working experience- A bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS, Computer Science majors a