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 role at the intersection of technology, finance, and client success? Join our Client Success team, as a Senior Consultant / Client Solutions Associate, where you’ll work with leading financial institutions (i.e. Investment Banks, Asset Owners, Asset Managers, Wealth Managers etc.) to solve business challenges and deliver meaningful value through technology.
This role is ideal for professionals with 2–4 years of experience in financial services, technology, client service, consulting, or a related field who are looking to build on their existing experience and develop a career in FinTech.
What We Offer
- A structured onboarding and development program with two-week training in Manila, Philippines designed to build on your existing experience and accelerate your knowledge of the financial technology industry
- Exposure to major domestic and global financial institutions
- Ownership of a multimillion-dollar client portfolio and responsibility for delivering value to clients
- Opportunities to lead projects and workstreams supporting the superannuation and asset management industries
- The opportunity to work cross-functionally with teams across the business to solve complex client challenges
- 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 Senior Consultant / Client Solutions Associate, you’ll build on your existing industry experience while developing deeper expertise in financial technology, client success, and relationship management.
Your responsibilities will include:
- Developing strong knowledge across our products, client workflows, and the financial services industry
- Building trusted relationships with clients and developing an understanding of their business goals, challenges, and priorities
- Working with clients to identify opportunities to improve their workflows, technology, and use of the FactSet product suite
- Taking ownership of client initiatives and coordinating with internal teams to deliver effective solutions
- Proactively identifying opportunities to improve client adoption, engagement, and overall experience
- Developing commercial awareness by identifying opportunities that support client retention and growth
- Managing multiple priorities and taking ownership of client issues from identification through to resolution
- Acting as a voice of the client by sharing feedback and insights that can help drive product and service improvements
- Contributing to team development by sharing knowledge and experience
Who We Are Looking For
- An Australian Citizen/ Australia PR/ New Zealand Citizen.
- Graduates or finance professionals with 2-4 years of working experience in the relevant industry
- A bachelor's degree (Finance, Economics, Accounting, 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 47 years of sustainable growth
- 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 and family leave
- 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 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.
FactSet Values | Corporate Responsibility & Sustainability
Explore FactSet's core values driving our innovative culture and commitment to excellence. Learn how we prioritize integrity, teamwork, and client success.
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.
