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 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
Client Support and Communication
Support Customer Success Managers within the Fund Registry team in their daily operations to ensure an exceptional customer experience.
Manage inbound and outbound client communications, ensuring all interactions are timely, professional, and aligned with company values.
Handle client enquiries via email and phone, providing accurate and efficient resolutions
Client Documentation and Processing
Verify and assist with preparing client correspondence and instructions, ensuring accuracy and compliance.
Manage issued capital movements, shareholder forms, shareholder communications, system updates, and management reporting.
Receive, validate, and process investor elections, including but not limited to applications and redemptions.
Reporting and Compliance
Assist in the preparation, reconciliation, and distribution of client reporting, ensuring data integrity and timeliness.
Perform auditing and accurate filing of all processed documentation to support regulatory and compliance requirements.
Administrative and Team Support
Provide general administrative support to the broader Registry team as required.
Maintain a professional image and contribute to a high-performance team environment by supporting colleagues and fostering strong internal relationships.
Desired Skills and Experience
Demonstrated Capabilities
Tertiary qualification or equivalent experience
Exceptional presentation and written communication skills
Strong verbal communication abilities
Capable of working independently
Strong focus on customer success
Excellent relationship management skills
Proficient in Microsoft Office products, particularly Excel
Highly organised and collaborative in approach
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.
