Customer Success Associate, Fund Operations (Hybrid)

Automic Group; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Career development opportunities

Professional development

Job summary

Automic Group is Australia’s market leader in technology-driven investor administration. The Customer Success Associate in Fund Operations will support Customer Success Managers, help manage investor transactions, maintain data accuracy, and ensure seamless registry operations.

You'll join a fast-growing fintech with collaborative culture, opportunities for professional growth, and a focus on service excellence and regulatory compliance within the Fund Operations team.

Qualifications

• 1-3 years' experience in fund operations, registry services, financial administration, or customer service.
• Strong attention to detail and data accuracy.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities in a fast-paced environment.
• Proficiency in Microsoft Excel.
• Experience using registry, CRM, or financial administration systems is advantageous.
• Tertiary qualification in Business, Finance, Commerce, or related discipline preferred.

Responsibilities

• Support Customer Success Managers with day-to-day registry operations.
• Manage inbound and outbound client and investor communications.
• Respond to phone and email enquiries with accurate and timely resolutions.
• Process applications, redemptions, reconciliations, payments, and other registry instructions.
• Manage investor transactions and issued capital movements.
• Maintain accurate system records, updates, and documentation.
• Prepare and distribute client, investor, and regulatory reports.
• Ensure data integrity and compliance with internal controls and procedures.
• Support transaction monitoring, audit readiness, and compliance activities.
• Provide administrative support across the Fund Operations team.
• Maintain organised filing systems and accurate record management practices.
• Collaborate with team members to deliver exceptional client outcomes.
• Identify and implement opportunities to improve processes and service delivery.
• Monitor industry developments and stay up to date with regulatory changes.
• Participate in ongoing learning and professional development initiatives.

Skills

Client service

Attention to detail

Communication skills

Microsoft Excel

Data accuracy

Education

Bachelor's degree in Business, Finance, Commerce, or related discipline

Job description

Automic Group is Australia’s market leader in technology-driven investor administration. The Customer Success Associate in Fund Operations will support Customer Success Managers, help manage investor transactions, maintain data accuracy, and ensure seamless registry operations.

You'll join a fast-growing fintech with collaborative culture, opportunities for professional growth, and a focus on service excellence and regulatory compliance within the Fund Operations team.