Job Description
Full 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.
Your Team's Impact
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
What You'll Do
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
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.
Your Team's Impact
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
What You'll Do
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
💡 Quick Summary
Seeking a career-building opportunity? The Client Solutions Associate (Sydney, Australia - October 2026) position is now open for candidates interested in the Bank Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
