Client Solutions Associate (Sydney/Melbourne - Feb 2027)

Reposted 13 Days Ago
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Sydney, New South Wales, AUS
In-Office
Junior
Aerospace • Big Data • Fintech • Software • Analytics
The Role
Participate in intensive FinTech training, develop expertise in FactSet products and financial workflows, build consultative client relationships, tailor solutions, improve client integration and product usage, coordinate with internal teams on implementations, and represent client needs in product innovation. The role supports financial institutions across investment banking, asset management, and wealth management.
Summary Generated by Built In

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

Are you looking for a collaborative, high-growth career at the intersection of finance and technology? Join our Client Solutions team — where technology meets client success. This role is ideal for building a long-term career in FinTech, offering robust mentorship, high impact responsibilities, and exposure to leading financial institutions worldwide.

 

What We Offer

  • Comprehensive Onboarding: A structured 6-month training program to set you up for success, including a 2 week training program in Manila, Philippines.
  • Global Exposure: Exposure to major domestic and global financial institutions, including investment banks, asset managers, superannuation fund and wealth managers.
  • Trusted Ownership: Responsibility for managing and growing key client relationships within your first 12 months as an integral part of a collaborative team.
  • Leadership & Impact: Opportunities to lead key projects supporting financial institutions.
  • Total Well-being & Compensation: 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, transitioning into a consultative role that delivers direct value to our clients. Your responsibilities will include:

  • Gaining deep expertise across our products, client workflows, and the broader financial industry.
  • Building trusted, consultative relationships with clients to understand their goals and tailor solutions using the FactSet product suite.
  • Collaborating with the team to drive client satisfaction, engagement and retention.
  • Identifying opportunities to improve client integration and tool adoption by understanding their technology and data landscape.
  • Partnering across internal teams to implement solutions that enhance the 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 

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 

  • 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. 

Learn more about our benefits here.


Company Overview: 

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. 

Skills Required

  • Australian citizenship, Australian permanent residency, or New Zealand citizenship
  • Graduates or finance professionals with less than 3 years of work experience
  • Bachelor's degree
  • Finance, Economics, Mathematics, Accounting, Management Information Systems, or Computer Science major
  • Passion for technology and its application in finance
  • Strong communication skills
  • Problem-solving skills
  • Relationship-building skills
  • Collaborative team-player mindset
  • Proactive mindset

Factset Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.

  • Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
  • Retirement Support — Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
  • Equity Value & Accessibility — An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.

Factset Insights

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The Company
HQ: Norwalk, CT
10,310 Employees
Year Founded: 1978

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.

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