Client Solutions Associate (Sydney/Melbourne - Feb 2027)

FactSet; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Private health insurance

Job summary

FactSet is a global financial data and analytics provider seeking a Client Solutions Associate in Australia. The role includes a 6-month intensive training program with two weeks in Manila, Philippines, to prepare you for a client-facing FinTech career.

You will gain knowledge across our products and client workflows, build consultative client relationships, and help drive product improvements by understanding client needs and data landscapes.

Qualifications

• Australian Citizen/ Australia PR/ New Zealand Citizen.
• Graduates or finance professionals with less than 3 years of working experience
• Bachelor's degree in Finance, Economics, Mathematics, Accounting, MIS, Computer Science majors are preferred
• Passionate about technology and its application in finance
• Eager to work in a fast-paced, client-facing environment
• Strong communicator, problem solver, and relationship builder
• A collaborative team player with a proactive mindset

Responsibilities

• Gaining deep knowledge across our products, client workflows, and the financial industry
• Building consultative relationships with clients to understand their goals and tailor solutions using the FactSet product suite
• Identifying opportunities to improve client integration and usage of our tools by understanding their technology and data landscape
• Partnering across internal teams to implement solutions that enhance client experience and product efficiency
• Acting as the voice of the client to drive continuous product innovation and support

Skills

Strong communicator

Problem solver

Relationship builder

Collaborative team player

Proactive mindset

Education

Bachelor's degree in Finance, Economics, Mathematics, Accounting, MIS, Computer Science

Tools

FactSet product suite

Job description

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

About The Role

Looking for a fun, fast-paced tech role within the heart of the finance industry? Join our Client Solutions team — where technology meets client success. This role is ideal for those looking for career in FinTech, with robust training, high-impact responsibilities, and early exposure to leading financial institutions worldwide.

What We Offer

• A 6-month intensive training program designed to prepare you for a client-facing FinTech role with two-weeks training in Manila, Philippines.
• Early exposure to major domestic and global financial institutions — including investment banks, asset managers, and wealth managers
• Ownership of a multimillion-dollar client portfolio within your first 12 months
• Leadership opportunities on key projects supporting superannuation and asset management industries
• Competitive salary plus Private health insurance
• A chance to actively participate in Corporate Social Responsibility programs and Business Resource Groups

What You’ll Do

As a Client Solutions Associate, you’ll begin your career with structured training and development, then transition into a client-focused role that delivers direct value to our clients. Your responsibilities will include:

• Gaining deep knowledge across our products, client workflows, and the financial industry
• Building consultative relationships with clients to understand their goals and tailor solutions using the FactSet product suite
• Identifying opportunities to improve client integration and usage of our tools by understanding their technology and data landscape
• Partnering across internal teams to implement solutions that enhance client experience and product efficiency
• Acting as the voice of the client to drive continuous product innovation and support

Who We Are Looking For

• An Australian Citizen/ Australia PR/ New Zealand Citizen.
• Graduates or finance professionals with less than 3 years of working experience
• A bachelor's degree (Finance, Economics, Mathematics, Accounting, MIS, Computer Science majors are preferred, but all majors will be considered)
• Passionate about technology and its application in finance
• Eager to work in a fast-paced, client-facing environment
• Strong communicator, problem solver, and relationship builder
• A collaborative team player with a proactive mindset

What's In It For You

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Company Overview

Learn more about our benefits here.

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.