Perth Fund Operations: Customer Success Associate

Automic Group; Western Australia; Hybrid; AUD 60,000 - 80,000; Full time

Job summary

Automic Group in Perth is seeking a Customer Success Associate within Fund Operations. You will support Customer Success Managers, manage investor transactions, and maintain registry data to ensure accurate, timely client outcomes.

Ideal candidates will have 1–3 years’ experience in fund operations or related fields, strong Excel skills, and a customer-centric mindset. This role offers growth within a fast-growing fintech team and exposure to regulatory reporting requirements.

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
• Experience using registry, CRM, or financial administration systems is advantageous
• Tertiary qualification in Business, Finance, Commerce, or 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
• 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
• Collaborate with team to deliver exceptional client outcomes
• Identify opportunities to improve processes and service delivery

Skills

Client focus

Attention to detail

Communication skills

Excel proficiency

Registry/CRM systems

Education

Tertiary qualification in Business/Finance/Commerce

Tools

Microsoft Excel

CRM systems

Job description

Automic Group in Perth is seeking a Customer Success Associate within Fund Operations. You will support Customer Success Managers, manage investor transactions, and maintain registry data to ensure accurate, timely client outcomes.

Ideal candidates will have 1–3 years’ experience in fund operations or related fields, strong Excel skills, and a customer-centric mindset. This role offers growth within a fast-growing fintech team and exposure to regulatory reporting requirements.