Client Solutions Associate (Melbourne - June 2025)
Platform Group Limited
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 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.
Job Description
Looking for a fun and dynamic tech role, nestled deep in the finance industry?
The FactSet Graduate program 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 of 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 and training and build strong relationships
Work in longer-term 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 questions 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 and , Computer Science majors are preferred, but all majors will be considered)
Background or strong interest in a Finance or FinTech industry
Strong analytical and problem-solving skills and ability to come up with creative solutions
Exceptional communication, interpersonal and client-facing skills
Can start on Junee 19, 2025
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.