Fund Operations: Customer Success Specialist

Automic Group; Western Australia; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Career progression opportunities

Professional development support

Collaborative, high-performing team

Job summary

Automic Group is Australia’s market leader in technology-driven investor administration. The Customer Success Associate role supports the Fund Operations team by handling investor transactions, data accuracy, and registry operations to deliver exceptional client experiences.

You’ll assist Customer Success Managers, manage communications, process registry instructions, and help maintain compliant records while collaborating with a high-performing team committed to service excellence 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

Fund operations

Registry services

Financial administration

Customer service

Attention to detail

Communication skills

Excel proficiency

CRM systems

Education

Bachelor’s/tertiary qualification in Business, Finance, Commerce or related

Tools

Microsoft Excel

CRM systems

Job description

Automic Group is Australia’s market leader in technology-driven investor administration. The Customer Success Associate role supports the Fund Operations team by handling investor transactions, data accuracy, and registry operations to deliver exceptional client experiences.

You’ll assist Customer Success Managers, manage communications, process registry instructions, and help maintain compliant records while collaborating with a high-performing team committed to service excellence and