Investor Services Associate - Frontline Support

Automic Group; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

High-growth organisation

Professional career growth

Fast-paced environment

Job summary

Automic Group in Sydney is seeking an Associate – Investor Services to be the frontline of our investor experience, delivering high-quality support across phone, email and online channels. You’ll help investors navigate Automic’s platform, resolve enquiries and ensure every interaction is handled with professionalism and care, across a fast-paced contact centre.

This role offers a collaborative team environment, ongoing training, and opportunities to deepen product knowledge while contributing

Qualifications

• Previous experience in customer service, contact centre, or client-facing roles.
• Strong verbal and written communication skills.
• Ability to handle high volumes of enquiries in a fast-paced environment.
• Demonstrated problem-solving skills with a customer-first mindset.
• Ability to manage competing priorities and meet performance targets.
• Comfortable working across multiple systems and platforms.
• High attention to detail and accuracy.
• Team-oriented with a collaborative approach.
• Relevant tertiary qualification (advantageous but not essential).

Responsibilities

• Manage inbound and outbound investor enquiries via phone and email.
• Provide support across Automic's online investor platform and written correspondence.
• Respond to enquiries, concerns, and complaints with empathy and efficiency.
• Deliver accurate, timely information and support to investors.
• Follow call scripts and service guidelines to ensure consistency and quality.
• Collaborate with team members to resolve complex issues.
• Meet and exceed performance targets, including call quality and productivity.
• Maintain up-to-date knowledge of products, services, and processes.
• Participate in ongoing training and development programs.
• Maintain a professional and customer-focused approach at all times.
• Work within a rotating roster as required.

Skills

Customer service

Verbal communication

Written communication

High-volume handling

Problem solving

Prioritisation

Multi-system fluency

Attention to detail

Team player

Tertiary qualification

Education

Relevant tertiary qualification

Job description

Automic Group in Sydney is seeking an Associate – Investor Services to be the frontline of our investor experience, delivering high-quality support across phone, email and online channels. You’ll help investors navigate Automic’s platform, resolve enquiries and ensure every interaction is handled with professionalism and care, across a fast-paced contact centre.

This role offers a collaborative team environment, ongoing training, and opportunities to deepen product knowledge while contributing