Customer Success Associate, Fund Operations

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.

The Role

As a valued member of our Fund Registry team, the Customer Success Associate plays a crucial role in providing outstanding support to our Customer Success Managers. Your main objective is to create a holistic service solution for our clients, ensuring exceptional service is consistently delivered. Additionally, you will actively contribute to business development, client transitions, and work collaboratively with other teams to achieve service excellence. Staying up-to-date with industry advancements and expanding your expertise in all aspects of your role are essential. 

This position will provide direct insight and access into customer success management, corporate activity and overall business performance. This will make you a key contributor to the business's continued growth, as well as offering real career development opportunities.

Responsibilities

Client Support and Communication

• Support Customer Success Managers within the Fund Registry team in their daily operations to ensure an exceptional customer experience.
• Manage inbound and outbound client communications, ensuring all interactions are timely, professional, and aligned with company values.
• Handle client enquiries via email and phone, providing accurate and efficient resolutions.

Client Documentation and Processing

• Verify and assist with preparing client correspondence and instructions, ensuring accuracy and compliance.
• Manage issued capital movements, shareholder forms, shareholder communications, system updates, and management reporting.
• Receive, validate, and process investor elections, including but not limited to applications and redemptions.

Reporting and Compliance

• Assist in the preparation, reconciliation, and distribution of client reporting, ensuring data integrity and timeliness.
• Perform auditing and accurate filing of all processed documentation to support regulatory and compliance requirements.

Administrative and Team Support

• Provide general administrative support to the broader Registry team as required.
• Maintain a professional image and contribute to a high-performance team environment by supporting colleagues.

Demonstrated Capabilities

• Tertiary qualification or equivalent experience
• Exceptional presentation and written communication skills
• Strong verbal communication abilities
• Capable of working independently
• Strong focus on customer success
• Excellent relationship management skills
• Proficient in Microsoft Office products, particularly Excel
• Highly organised and collaborative in approach

Benefits

• A positive and collaborative work culture
• Employee recognition and rewards initiatives
• Comprehensive training and ongoing development programs
• Career advancement opportunities within the organisation
• An impressive list of employee benefits including discounts on retail, bills, wellbeing, and entertainment

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 encourage applications from all backgrounds, different abilities and communities and are committed to providing a work environment that enables you to thrive, whatever your circumstances. When you apply, please note the pronouns you use and any workplace adjustments you may need to enable you to put your best foot forward during the interview process.

Acknowledgement of Land

In the spirit of reconciliation, Automic Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

Only applicants with work rights in Australia can be considered for this position. Preferred candidates will be required to undertake pre-employment screening, including a National Police Check and an ID check.