Customer Success Associate, Fund Operations – Hybrid & Growth

Automic People Connect; Sydney; Hybrid; AUD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Professional development

Career progression

Collaborative culture

Industry-leading technology

Job summary

Automic Group is seeking a Customer Success Associate to join our Fund Operations team in Australia. You’ll support Customer Success Managers, help manage investor transactions, and maintain data accuracy across registry operations.

The role emphasizes client experiences, process improvement, and collaboration in a fast-growing fintech environment. You will contribute to service excellence, support day-to-day registry tasks, and participate in ongoing professional development.

Qualifications

• 1–3 years’ experience in fund operations, registry services, financial administration, or customer service (desirable).
• Strong attention to detail with the ability to process, reconcile, and maintain accurate data.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities in a fast-paced environment.

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

Fund operations

Customer service

Data accuracy

Excel

Communication

Time management

Registry systems

Education

Bachelor's degree in Finance or Business

Tools

CRM systems

Registry software

Microsoft Office

Job description

Automic Group is seeking a Customer Success Associate to join our Fund Operations team in Australia. You’ll support Customer Success Managers, help manage investor transactions, and maintain data accuracy across registry operations.

The role emphasizes client experiences, process improvement, and collaboration in a fast-growing fintech environment. You will contribute to service excellence, support day-to-day registry tasks, and participate in ongoing professional development.