Associate, Investor Services

Automic Group; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

High-growth organisation

Professional career growth

Fast-paced environment

Job summary

Automic Group in Sydney is seeking an Associate – Investor Services to be the frontline of our investor experience, delivering high-quality support across phone, email and online channels. You’ll help investors navigate Automic’s platform, resolve enquiries and ensure every interaction is handled with professionalism and care, across a fast-paced contact centre.

This role offers a collaborative team environment, ongoing training, and opportunities to deepen product knowledge while contributing

Qualifications

• Previous experience in customer service, contact centre, or client-facing roles.
• Strong verbal and written communication skills.
• Ability to handle high volumes of enquiries in a fast-paced environment.
• Demonstrated problem-solving skills with a customer-first mindset.
• Ability to manage competing priorities and meet performance targets.
• Comfortable working across multiple systems and platforms.
• High attention to detail and accuracy.
• Team-oriented with a collaborative approach.
• Relevant tertiary qualification (advantageous but not essential).

Responsibilities

• Manage inbound and outbound investor enquiries via phone and email.
• Provide support across Automic's online investor platform and written correspondence.
• Respond to enquiries, concerns, and complaints with empathy and efficiency.
• Deliver accurate, timely information and support to investors.
• Follow call scripts and service guidelines to ensure consistency and quality.
• Collaborate with team members to resolve complex issues.
• Meet and exceed performance targets, including call quality and productivity.
• Maintain up-to-date knowledge of products, services, and processes.
• Participate in ongoing training and development programs.
• Maintain a professional and customer-focused approach at all times.
• Work within a rotating roster as required.

Skills

Customer service

Verbal communication

Written communication

High-volume handling

Problem solving

Prioritisation

Multi-system fluency

Attention to detail

Team player

Tertiary qualification

Education

Relevant tertiary qualification

Job description

About Us

AutomicGroup is Australia’s market leader in technology-driven investor administration. Combining proprietary cloud-native technology with expert service,Automicsimplifies investor administration and governance for companies and funds. We provide the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations.

Automic’sculture is collaborative, inclusive, and purpose driven. It is grounded in our mission to connect companies and funds to their investors through technology, service, and trust, and guided by our values ofOneAutomic, Go Beyond, Empowered, and Accountable.

Job Description

About the Role

As anAssociate – Investor Services,you’llbe the frontline ofAutomic’sinvestor experience, delivering high-quality support across phone, email, and online channels.You’llassistinvestors in navigatingAutomic’splatform, resolving enquiries, and ensuring every interaction is handled with professionalism and care.

This is a role based in our contact centre which requires a high level of customer service skills and the ability to respond to enquiries quickly and accurately.

This is a fast-pacedrole whereyou’llcontribute to service excellence while building strong product knowledge and communication skills.You’llbe part ofa collaborative, values-driven team that prides itself on delivering exceptional service and continuous improvement.

This roleoperatesacross ashared team roster supporting inbound calls between 8:00am – 8:00pm Shiftsaredistributedcollaboratively across the team to balance coverage and individual preferences where possible.

Role Responsibilities:

• Manage inbound and outbound investor enquiries via phone and email
• Provide support across Automic's online investor platform and written correspondence
• Respond to enquiries, concerns, and complaints with empathy and efficiency
• Deliver accurate, timely information and support to investors
• Follow call scripts and service guidelines to ensure consistency and quality
• Collaborate with team members to resolve complex issues
• Meet and exceed performance targets, including call quality and productivity
• Maintain up-to-date knowledge of products, services, and processes
• Participate in ongoing training and development programs
• Maintain a professional and customer-focused approach at all times
• Work within a rotating roster as required

Desired Skills and Experience

Skills and Experience

• Previous experience in customer service, contact centre, or client-facing roles
• Strong verbal and written communication skills
• Ability to handle high volumes of enquiries in a fast-paced environment
• Demonstrated problem-solving skills with a customer-first mindset
• Ability to manage competing priorities and meet performance targets
• Comfortable working across multiple systems and platforms
• High attention to detail and accuracy
• Team-oriented with a collaborative approach
• Relevant tertiary qualification (advantageous but not essential)

About You

You're a people person who thrives on helping others and creating positive customer experiences. You bring energy, resilience, and professionalism to every interaction, and you're comfortable working in a structured, performance-driven environment.

You take pride in delivering high-quality service and enjoy being part of a supportive, team-focused culture.

To succeed in this role, you will demonstrate:

• A strong customer-first mindset with empathy and professionalism
• Excellent communication and interpersonal skills
• Reliability and accountability in delivering outcomes
• The ability to stay calm under pressure and handle challenging conversationsStrong organisational skills and attention to detail
• A proactive, solutions-focused approach
• Willingness to learn, adapt, and continuously improve
• A collaborative attitude aligned with a "One Team" culture

You'll be part of a team where operational excellence, collaboration, and continuous improvement are genuinely valued. This is an opportunity to deepen your expertise, contribute to meaningful outcomes, and grow your career within a high-performing, purpose-led fintech environment.

Key Benefits include:

• High-growth, scale-up organisation
• Professional career growth and development
• Supportive and fast-paced environment

Applications will be reviewed as they are received, and interviews may commence prior to the closing date.