Customer Success Associate, Fund Operations4d ago , from Illawarra Mercury Job BoardAutomicGroup is Australia's market leader in technology-driven investor administration.
Combining proprietary cloud-native technology with expert service,Automicsimplifies investor administration and governance for companies and funds.
We provide the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations.Automic'sculture is collaborative, inclusive, and purpose driven.
It is grounded in our mission to connect companies and funds to their investors through technology, service, and trust, and guided by our values ofOneAutomic, Go Beyond, Empowered, and Accountable.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.About the RoleAs aCustomer Success Associate,you'llplay a key role in delivering exceptional client experiences withinAutomic'sFund Operations team.
Supporting Customer Success Managers,you'llhelp manage investor transactions,maintaindata accuracy, and ensure seamless registry operations.This is a fantastic opportunity to join a fast-growing fintech whereyou'llcontribute to service excellence, continuous improvement, and high-quality client outcomes.You'llbe part of a collaborative, high-performing team that values ownership, innovation,



and skilled growthRole Responsibilities:Support Customer Success Managers with day-to-day registry operationsManage inbound and outbound client and investor communicationsRespond to phone and email enquiries with accurate and timely resolutionsProcess applications, redemptions, reconciliations, payments, and other registry instructionsManage investor transactions and issued capital movementsMaintain accurate system records, updates, and documentationPrepare and distribute client, investor, and regulatory reportsEnsure data integrity and compliance with internal controls and proceduresSupport transaction monitoring, audit readiness, and compliance activitiesProvide administrative support across the Fund Operations teamMaintain organised filing systems and accurate record management practicesCollaborate with team members to deliver exceptional client outcomesIdentify and implement opportunities to improve processes and service deliveryMonitor industry developments and stay up to date with regulatory changesParticipate in ongoing learning and professional development initiativesSkills & Experience1–3 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 dataExcellent written and verbal communication skillsAbility to manage competing priorities in a fast-paced environmentIntermediate proficiency in Microsoft Excel and other Microsoft Office applicationsExperience using registry, CRM,



or financial administration systems (advantageous)Tertiary qualification in Business, Finance, Commerce, or a related discipline (preferred)About YouYou're a proactive and detail-oriented professional who enjoys working in a fast-paced, collaborative environment.
You take ownership of your work, thrive on delivering exceptional client experiences, and are motivated by continuous learning and improvement.With a positive attitude and strong organisational skills, you'll contribute to a high-performing team while building valuable experience within the financial services industry.To Succeed in This Role, You Will DemonstrateA client-focused mindset and strong communication skillsExceptional attention to detail and commitment to qualityStrong organisational and time management capabilitiesA reliable and accountable approach to your workA collaborative, team-oriented attitudeInitiative and the ability to adapt to changing prioritiesA willingness to learn, develop, and take on new challengesSound judgement and an understanding of risk and compliance principlesWhy Join Automic?
At Automic Group, you'll be part of a team where collaboration, innovation, and operational excellence are genuinely valued.
This is an opportunity to develop your expertise, contribute to meaningful client outcomes, and build a rewarding career within one of Australia's leading fintech organisations.BenefitsHybrid working modelHigh-growth, technology-driven organisationOngoing professional development and career progression opportunitiesSupportive, collaborative, and high-performing team cultureOpportunity to work with industry-leading technology and clientsA workplace that values innovation, ownership, and continuous improvement
#J-*****-Ljbffr

📌 Customer Success Associate, Fund Operations (New South Wales)
🏢 Automic Group
📍 New South Wales