Customer Success Associate, Fund Operations | Entry-level
22/11/2024
20/12/2024
Permanent - Full Time
Sydney
Fund Registry
About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
Job Description
The Role
As a valued member of our Fund Registry team, the Customer Success Associate plays a crucial role in providing outstanding support to our Customer Success Managers. Your main objective is to create a holistic service solution for our clients, ensuring exceptional service is consistently delivered. Additionally, you will actively contribute to business development, client transitions, and work collaboratively with other teams to achieve service excellence. Staying up-to-date with industry advancements and expanding your expertise in all aspects of your role are essential.
This entry-level position will provide direct insight and access into Customer Success management, corporate activity and overall business performance. This will make you a key contributor to the business’s continued growth, as well as offering real career development opportunities.
Responsibilities
Support Customer Success Managers in day-to-day tasks for customer success
Manage inbound and outbound client communications
Verify and assist with client correspondence and instructions
Handle client enquiries by email and phone
Process shareholder forms, communications, and investor elections
Assist with client reporting and audit processed documentation
Provide administrative support within the broader Registry team
Maintain a professional image for the business.
Desired Skills and Experience
Demonstrated Capabilities
Tertiary qualification (or equivalent experience)
Excellent presentation, written and verbal communication skills
Ability to work autonomously
Customer Success focused
Excellent relationship management skills
Experience using Microsoft Office products, specifically Excel
Highly organised and collaborative
Excellent communication skills
Benefits
A positive and collaborative work culture
Employee recognition and rewards initiatives
Comprehensive training and ongoing development programs
Career advancement opportunities within the organisation
An impressive list of employee benefits including discounts on retail, bills, wellbeing, and entertainment
Diversity
Creating a workforce that actively embraces diversity, inclusion and a sense of belonging is key to our success. We believe in treating everyone fairly which means that inclusion, removing barriers, striving for equity and embracing diversity are woven through our values and behaviours. We encourage applications from all backgrounds, different abilities and communities and are committed to providing a work environment that enables you to thrive, whatever your circumstances. When you apply, please note the pronouns you use and any workplace adjustments you may need to enable you to put your best foot forward during the interview process.
Acknowledgement of Land
In the spirit of reconciliation, Automic Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
Only applicants with work rights in Australia can be considered for this position. Preferred candidates will be required to undertake pre-employment screening, including a National Police Check and an ID check.
