Customer Success Associate, Fund Operations

Customer Success Associate, Fund Operations Posted: 06/08/2025Closing Date: 27/08/2025Job Type: Permanent - Full TimeLocation: SydneyAbout 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, 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 The RoleAs a valued member of our Fund Registry team,the Customer Success Associate plays acrucial role in providing outstanding support toour Customer Success Managers.
Your mainobjective is to create a holistic service solutionfor our clients, ensuring exceptional service isconsistently delivered.
Additionally, you willactively contribute to business development,client transitions, and work collaboratively withother teams to achieve service excellence.Staying up-to-date with industry advancementsand expanding your expertise in all aspects ofyour role are essential.This position will provide direct insight andaccess into customer success management,corporate activity and overall businessperformance.
This will make you a keycontributor to thebusiness's continued growth, as well as offeringreal career development opportunities.ResponsibilitiesClient Support and CommunicationSupport 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 resolutionsClient Documentation and ProcessingVerify 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 ComplianceAssist 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 SupportProvide 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 Desired Skills and Experience Demonstrated CapabilitiesTertiary qualification or equivalent experienceExceptional presentation and written communication skillsCapable of working independentlyStrong focus on customer successExcellent relationship management skillsProficient in Microsoft Office products, particularly ExcelHighly organised and collaborative in approachA positive and collaborative work cultureEmployee recognition and rewards initiativesComprehensive training and ongoing development programsCareer advancement opportunities within the organisationAn impressive list of employee benefits including discounts on retail, bills, wellbeing, and entertainmentDiversityCreating 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 LandIn 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.