FinTech Fund Operations: Customer Success Associate

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

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.