Investor Services Associate

4 weeks ago


Sydney, New South Wales, Australia Automic Group Full time

About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors.We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.

Today, over 1,400 ASX listed and unlisted clients trust Automic's 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients.In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.

Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.

Job Description

Handle inbound and outbound investor enquiries by email and phone

Provide support to customers using the Automic Group online Investor platform, live chat and mail correspondence

Address customer inquiries, concerns, and complaints with empathy and efficiency

Provide accurate information and assistance to Investors

Follow established call scripts and guidelines to ensure consistent service quality

Collaborate with team members and supervisors to resolve complex issues

Meet and exceed performance targets, including call quality and productivity metrics

Stay updated on company products and services

Participate in ongoing training and development programs

Maintain a professional image for the business

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