CareerPlan

Client Solutions Associate (Sydney/Melbourne - Feb 2027)

Sydney, AUSFull-time2026-09-14 → 2026-11-11
Citizens or permanent residents only

Core

Client-facing role delivering direct value to financial institutions by building consultative relationships, tailoring solutions using the FactSet product suite, and driving product innovation based on client feedback.

Role type

Client Solutions Associate (FinTech)

Builds

Client success and product adoption for investment banks, asset managers, and wealth managers

Domain

Financial Technology (FinTech) / Investment Management

Deliverable

client delivery

Required skills

consultative relationship building, solution tailoring, product knowledge, cross-functional partnership, client advocacy, problem solving

Preferred skills

finance background, technology passion, strong communication

Responsibilities

Gaining deep knowledge of products and financial industry, building consultative relationships with clients, identifying opportunities to improve client integration, partnering across internal teams to implement solutions, acting as the voice of the client to drive innovation

Seniority

Entry-level / Graduate (0-3 years experience)