Customer Success Associate, Fund Operations - Perth

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

Benefits offered by this job

Hybrid working model

High-growth fintech environment

Ongoing professional development

Job summary

Automic Group is seeking a Customer Success Associate to join our Fund Operations team in Perth. You’ll support Customer Success Managers, manage investor transactions, and ensure registry accuracy to deliver outstanding client experiences.

You will maintain data integrity, prepare reports, and collaborate with a high-performing team focused on continuous improvement and client outcomes. A proactive, detail-oriented approach is essential.

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.
• Proficient in Microsoft Excel; experience with registry/CRM/financial systems is advantageous.
• Tertiary qualification in Business, Finance, Commerce, or related discipline.

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 timely resolutions.
• Process applications, redemptions, reconciliations, payments, and other registry instructions.
• Maintain accurate system records and documentation.
• Prepare and distribute client, investor, and regulatory reports.
• Ensure data integrity and compliance with internal controls.
• Support transaction monitoring, audit readiness, and compliance activities.
• Provide administrative support across Fund Operations.
• Maintain organized filing systems and record management practices.
• Collaborate with team to deliver exceptional client outcomes.
• Identify opportunities to improve processes and service delivery.
• Monitor industry developments and regulatory changes.
• Participate in ongoing learning and professional development.

Skills

Attention to detail

Written communication

Time management

Prioritization

Excel

CRM systems

Education

Tertiary qualification in Business, Finance, Commerce, or related discipline

Job description

Customer Success Associate, Fund Operations - Perth

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.

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.

About the Role

As aCustomer Success Associate,you’llplay a key role in delivering exceptional client experiences withinAutomic’sFund Operations team. Supporting Customer Success Managers,you’llhelp manage investor transactions,maintaindata accuracy, and ensure seamless registry operations.

This is a fantastic opportunity to join a fast-growing fintech whereyou’llcontribute to service excellence, continuous improvement, and high-quality client outcomes.You’llbe part of a collaborative, high-performing team that values ownership, innovation, and professional growth

Role 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 & Experience

• 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
• Intermediate proficiency in Microsoft Excel and other Microsoft Office applications
• Experience using registry, CRM, or financial administration systems (advantageous)
• Tertiary qualification in Business, Finance, Commerce, or a related discipline (preferred)

Skills & Experience

• 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
• Intermediate proficiency in Microsoft Excel and other Microsoft Office applications
• Experience using registry, CRM, or financial administration systems (advantageous)
• Tertiary qualification in Business, Finance, Commerce, or a related discipline (preferred)

About You

You're a proactive and detail-oriented professional who enjoys working in a fast-paced, collaborative environment. You take ownership of your work, thrive on delivering exceptional client experiences, and are motivated by continuous learning and improvement.

With a positive attitude and strong organisational skills, you'll contribute to a high-performing team while building valuable experience within the financial services industry.

To Succeed in This Role, You Will Demonstrate

• A client-focused mindset and strong communication skills
• Exceptional attention to detail and commitment to quality
• Strong organisational and time management capabilities
• A reliable and accountable approach to your work
• A collaborative, team-oriented attitude
• Initiative and the ability to adapt to changing priorities
• A willingness to learn, develop, and take on new challenges
• Sound judgement and an understanding of risk and compliance principles

Why Join Automic?

At Automic Group, you'll be part of a team where collaboration, innovation, and operational excellence are genuinely valued. This is an opportunity to develop your expertise, contribute to meaningful client outcomes, and build a rewarding career within one of Australia's leading fintech organisations.

Benefits

• Hybrid working model
• High-growth, technology-driven organisation
• Ongoing professional development and career progression opportunities
• Supportive, collaborative, and high-performing team culture
• Opportunity to work with industry-leading technology and clients
• A workplace that values innovation, ownership, and continuous improvement