Customer Success Specialist, Fund Operations

Automic Group; Sydney; Hybrid; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

High-growth fintech environment

Professional development and career-PR

Job summary

Automic Group is seeking a Customer Success Associate within its Fund Operations team in Australia. You’ll support Customer Success Managers, help manage investor transactions, maintain data accuracy, and ensure seamless registry operations to deliver exceptional client experiences.

You'll work in a collaborative, fast-paced fintech environment, handling inquiries, processing applications, reconciliations, and reporting while staying compliant and focused on continuous service improvement and

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.
• 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).

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

Customer service

Data accuracy

Communication

Time management

Microsoft Excel

CRM systems

Registry experience

Education

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

Tools

Registry/CRM software

Job description

Automic Group is seeking a Customer Success Associate within its Fund Operations team in Australia. You’ll support Customer Success Managers, help manage investor transactions, maintain data accuracy, and ensure seamless registry operations to deliver exceptional client experiences.

You'll work in a collaborative, fast-paced fintech environment, handling inquiries, processing applications, reconciliations, and reporting while staying compliant and focused on continuous service improvement and