Customer Success Associate, Fund Operations

5 hours ago

Sydney, New South Wales, Australia Automic People Connect Full time $60,000 - $90,000 per year
Introduction

We're looking for a motivated and detail-oriented Customer Success Associate to join our Fund Operations (Fund Registry) team.

This is a hands-on role where you'll work closely with our Customer Success Managers to deliver exceptional client service, support fund registry operations, and contribute to Automic's continued growth. You'll gain direct exposure to client relationship management, corporate actions, and business performance — making it an excellent platform for career development within a scaling fintech.



Description

What you'll do

  • Support Customer Success Managers in day-to-day fund registry operations to deliver outstanding client outcomes.

  • Manage inbound and outbound client communications, ensuring all interactions are professional, timely, and client-focused.

  • Verify and assist with preparing client correspondence, applications, redemptions, and other registry documentation.

  • Process investor instructions and corporate action updates, ensuring accuracy and compliance.

  • Assist in the preparation, reconciliation, and distribution of client and regulatory reports.

  • Maintain accurate filing, auditing, and system updates to ensure data integrity.

  • Provide general administrative support and collaborate across teams to achieve service excellence.



Skills And Experiences

What you'll bring

  • 1–3 years' experience in fund operations, registry, customer success, or financial services.

  • High attention to detail, accuracy, and process discipline.

  • Excellent written and verbal communication skills with a strong client-first mindset.

  • Proven ability to manage competing priorities in a fast-paced environment.

  • Collaborative, proactive, and willing to learn new systems and processes.

  • Proficiency in Microsoft Office (Excel in particular); experience with registry or CRM systems advantageous.

  • Tertiary qualifications in Business, Finance, or related field preferred.

About Us 

Automic Group is an Australian technology-led investor administration company serving companies and fund managers.

Automic combines purpose-built, cloud-native technology with a highly experienced and dynamic team to deliver tailored solutions that help companies and fund managers understand, engage, and manage their investors. Our single platform spans registry, employee share plans, and investor analytics, supported by professional services in company secretarial, finance, and investor relations and ESG.

We are trusted by more than 1,150 ASX-listed and private company clients - including over 750 listed entities - making us the number one provider on the ASX by number of companies serviced. In the past two financial years, Automic has delivered 50% of IPOs and supported 70% of listed companies switching registries.

Our culture is entrepreneurial and collaborative, underpinned by our core values: Empowered, One Automic, Service Excellence, and Ambition. These values guide how we work with our clients and each other - encouraging initiative, driving high standards, fostering unity, and inspiring us to continually raise the bar.


  • Senior Customer Success Associate, Fund Operations

    4 hours ago

    Sydney, New South Wales, Australia Automic People Connect Full time $80,000 - $120,000 per year

    Introduction We're looking for a driven Senior Customer Success Associate to join our Fund Operations (Fund Registry) team and play a key role in delivering exceptional client outcomes and operational excellence.In this hands-on role, you'll act as a key operational contact for clients, oversee complex registry and fund processes, and mentor junior team...

  • Customer Success Associate, Fund Operations

    1 week ago

    Sydney, New South Wales, Australia Automic Group Full time $60,000 - $90,000 per year

    About UsAutomic 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,...

  • Fund Operations Associate

    1 week ago

    Sydney, New South Wales, Australia Dexus Full time

    Dexus (ASX: DXS)is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $50.1 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create tomorrow.The...

  • Customer Success Associate

    2 weeks ago

    Sydney, New South Wales, Australia Robert Walters Full time $60,000 - $90,000 per year

    Robert Walters has partnered with Edstart - a rapidly growing fintech company, who is on the lookout for their next Customer Success superstar As a Customer Success Associate, you will have full autonomy for getting the best outcomes for current and prospective customers. You will manage the inbound enquiry channels, follow-up on applications in-progress...

  • Associate – Funds Management

    1 week ago

    Sydney, New South Wales, Australia E&P Full time $60,000 - $100,000 per year

    This role can be based in either our Sydney or Brisbane office.The CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families,...

  • Associate - Funds Management

    1 week ago

    Sydney, New South Wales, Australia E&P Financial Group Full time $60,000 - $100,000 per year

    Job DescriptionThis role can be based in either our Sydney or Brisbane office.The CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for...

  • Fund Analyst/Accountant

    2 weeks ago

    Sydney, New South Wales, Australia CITCO Fund Services Australia Pty Ltd Full time $104,000 - $130,878 per year

    About Citco:A career at Citco isn't just a job – it's an opportunity to excel in an environment that genuinely supports your personal and professional development.About the Team & Role:Your role will encompass all facets of the calculation of net asset values.Assisting the senior fund analyst and account manager, your duties will include:Main Job...

  • Senior Fund Operations Analyst

    4 days ago

    Sydney, New South Wales, Australia Apex Fund Services Australia Pty Ltd Full time $100,000 - $120,000 per year

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Fund Fund Analyst

    2 weeks ago

    Sydney, New South Wales, Australia The Citco Group Limited Full time $60,000 - $120,000 per year

    About CitcoJOB DESCRIPTIONThe market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and...

  • Fund Fund Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Citco Full time $90,000 - $120,000 per year

    About Citco:The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its...