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Customer Success Associate, Fund Operations

04/11/2025
05/12/2025
Permanent - Full Time
Sydney
Fund Registry

We’re looking for a motivated and detail-oriented Customer Success Associate to join our Fund Operations (Fund Registry) team.

This is a hands-on role where you’ll work closely with our Customer Success Managers to deliver exceptional client service, support fund registry operations, and contribute to Automic’s continued growth. You’ll gain direct exposure to client relationship management, corporate actions, and business performance — making it an excellent platform for career development within a scaling fintech.

Job Description

What you’ll do

  • Support Customer Success Managers in day-to-day fund registry operations to deliver outstanding client outcomes.

  • Manage inbound and outbound client communications, ensuring all interactions are professional, timely, and client-focused.

  • Verify and assist with preparing client correspondence, applications, redemptions, and other registry documentation.

  • Process investor instructions and corporate action updates, ensuring accuracy and compliance.

  • Assist in the preparation, reconciliation, and distribution of client and regulatory reports.

  • Maintain accurate filing, auditing, and system updates to ensure data integrity.

  • Provide general administrative support and collaborate across teams to achieve service excellence.

Desired Skills and Experience

What you’ll bring

  • 1–3 years’ experience in fund operations, registry, customer success, or financial services.

  • High attention to detail, accuracy, and process discipline.

  • Excellent written and verbal communication skills with a strong client-first mindset.

  • Proven ability to manage competing priorities in a fast-paced environment.

  • Collaborative, proactive, and willing to learn new systems and processes.

  • Proficiency in Microsoft Office (Excel in particular); experience with registry or CRM systems advantageous.

  • Tertiary qualifications in Business, Finance, or related field preferred.

 

About Us 

Automic Group is an Australian technology-led investor administration company serving companies and fund managers.

Automic combines purpose-built, cloud-native technology with a highly experienced and dynamic team to deliver tailored solutions that help companies and fund managers understand, engage, and manage their investors. Our single platform spans registry, employee share plans, and investor analytics, supported by professional services in company secretarial, finance, and investor relations and ESG.

We are trusted by more than 1,150 ASX-listed and private company clients - including over 750 listed entities - making us the number one provider on the ASX by number of companies serviced. In the past two financial years, Automic has delivered 50% of IPOs and supported 70% of listed companies switching registries.

Our culture is entrepreneurial and collaborative, underpinned by our core values: Empowered, One Automic, Service Excellence, and Ambition. These values guide how we work with our clients and each other - encouraging initiative, driving high standards, fostering unity, and inspiring us to continually raise the bar.

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