- Develop strong knowledge of FactSet products, client workflows, and the financial services industry
- Build trusted client relationships and understand business goals, challenges, and priorities
- Identify opportunities to improve client workflows, technology, and use of the FactSet product suite
- Own client initiatives and coordinate with internal teams to deliver effective solutions
- Improve client adoption, engagement, and overall experience
- Identify opportunities supporting client retention and growth
- Manage multiple priorities and client issues through resolution
- Share client feedback and insights to drive product and service improvements
- Contribute to team development by sharing knowledge and experience
- Work with leading financial institutions, including investment banks, asset owners, asset managers, and wealth managers

Requirements

- Australian Citizen, Australia PR, or New Zealand Citizen
- 2–4 years of working experience in financial services, technology, client service, consulting, or a related field
- Bachelor’s degree; Finance, Economics, and Accounting majors are preferred, but all majors will be considered




- Passion for technology and its application in finance
- Solid communication, problem-solving, and relationship-building skills
- Collaborative team-player mindset
- Proactive mindset

Core Competencies

Demonstrates strong knowledge of FactSet products and client workflows within the financial services industry, focusing on client relationship management, technology application, and proactive problem-solving to enhance client engagement and retention.

Highest-signal resume keywords

- Client Relationship Management
- Financial Services Experience
- Problem-Solving Skills
- Communication Skills
- Team Collaboration

Hard Skills

- FactSet Products Knowledge
- Client Workflow Improvement
- Technology Application in Finance
- Client Adoption Strategies
- Data Analysis

Soft Skills

- Relationship-Building
- Proactive Mindset
- Collaborative Team Player

Industry Keywords

- Financial Services
- Investment Banks
- Asset Managers
- Wealth Managers
- Client Retention

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📌 Senior Consultant, Client Solutions (Sydney)
🏢 Jobtailor
📍 Sydney