Customer Success Associate, Fund Operations - Sydney

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

Introduction

About Us

Automic Group is Australia’s expert partner for registry, fund administration and investor services, giving companies, funds and their investors confidence in every moment.

Combining proven experience, exceptional service and a highly scalable, modern technology platform, Automic helps reduce operational risk and deliver stability, security and resilience, while providing clients with trusted data, greater visibility and control.

Founded in Sydney in 2014, Automic employs over 400 people across our Sydney, Melbourne, Perth and Brisbane offices and supports approximately one in three ASX-listed companies, more than 120 fund managers and over 850 listed and unlisted funds across Australia and New Zealand.

Our culture 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 ofOne Automic, Go Beyond, Empowered and Accountable.

Description

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 And Experiences

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