Client Service Associate

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

To provide operational and administrative support to the Employee Share Plans Customer Success team, ensuring accurate and timely delivery of client services. This role involves assisting with ongoing plan administration, proactively following up with clients, identifying process improvements, and maintaining a professional representation of the business.

Key Responsibilities:

- Provide operational support to our Employee Share Plans Customer Success team
- Verify and assist with various client requirements for ongoing plan administration
- Regularly follow up with our clients within agreed timeframes to ensure all deliverables are meeting service expectations
- Deliver all client administration requirements on a day-to-day basis
- Identify process gaps and begin to implement solutions for those gaps
- Maintain a professional image for the business

Desired Skills and Experience

- Strong PC skills with a high level of familiarity with MS Office products – specifically MS Excel
- Ability to manage changing priorities and strong time management skills
- A high level of attention to detail
- Ability to work both independently and within a team
- High level of initiative, flexibility and has problem solving skills
- Possess and display a positive, enthusiastic attitude & strong work ethic
- Knowledge of Employee Share Plans and the financial services will be highly regarded
- Intermediate excel skills is a require e.g. vlookups, pivot tables etc

Diversity

Creating a workforce that actively embraces diversity, inclusion and a sense of belonging is key to our success. We believe in treating everyone fairly which means that inclusion, removing barriers, striving for equity and embracing diversity are woven through our values and behaviours.

We promote and encourage team members from all backgrounds, different abilities and communities to join Automic, and we are committed to providing a work environment that enables you to thrive, whatever your circumstances.

Automic Group has been officially recognised as a “Great Place to Work”

About Great Place to Work®

Great Place to Work® is recognised worldwide by employees and employers alike and is considered the ‘gold standard’ in identifying and recognising great workplace cultures. They partner with more than 10,000 organisations across 60 countries to help them build a great work culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. They found that the best companies care about their communities and their people.

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