Job Description N Introduction N n n AboutUs N Automic Group is Australia’s expert partner for registry, fund administration and investor services, giving companies, funds and their investors confidence in every moment. N Combining proven experience, exceptional service and a highly scalable, modern technology platform, Automic helps reduce operational risk and deliver stability, security and resilience, while providing clients with trusted data, greater visibility and control. N Founded in Sydney in 2014, Automic employs over 400 people across our Sydney, Melbourne, Perth and Brisbane offices and supports approximately one in three ASX-listed companies, more than 120 fund managers and over 850 listed and unlisted funds across Australia and New Zealand. N Our culture 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 of One Automic, Go Beyond, Empowered and Accountable. N n n n Description N n n Aboutthe Role N As a Customer Success Associate, you’ll play a key role in delivering exceptional client experiences within Automic’s Fund Operations team. Supporting Customer Success Managers, you’ll help manage investor transactions, maintain data accuracy, and ensure seamless registry operations. N This is a fantastic opportunity to join a quick-growing fintech where you’ll contribute to service excellence, continuous improvement, and high-quality client outcomes. You’ll be part of a collaborative, high-performing team that values ownership, innovation, and qualified growth N Role Responsibilities: N n Support CustomerSuccess Managers with day-to-day registry operations N Manage inbound and outbound client and investor communications N Respond to phone and email enquiries with accurate and timely resolutions N Process applications, redemptions, reconciliations, payments,



and other registry instructions N Manage investor transactions and issued capital movements N Maintain accurate system records, updates, and documentation N Prepare and distribute client, investor, and regulatory reports N Ensure data integrity and compliance with internal controls and procedures N Support transaction monitoring, audit readiness, and compliance activities N Provide administrative support across the Fund Operations team N Maintain organised filing systems and accurate record management practices N Collaborate with team members to deliver exceptional client outcomes N Identify and implement opportunities to improve processes and service delivery N Monitor industry developments and stay up to date with regulatory changes N Participate in ongoing learning and professional development initiatives N n n n Skills And Experiences N n n Skills & Experience N n 1–3 years’ experience in fund operations, registry services, financial administration, or customer service (desirable) N Strong attention to detail with the ability to process, reconcile, and maintain accurate data N Excellent written and verbal communication skills N Ability to manage competing priorities in a fast-paced environment N Intermediate proficiency in Microsoft Excel and other Microsoft Office applications N Experience using registry, CRM, or financial administration systems (advantageous) N Tertiary qualification in Business, Finance, Commerce, or a related discipline (preferred)



N About You N You'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. N With a positive attitudeand 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 Demonstrate N n A client-focusedmindset and strong communication skills N Exceptional attention to detail and commitment to quality N Strong organisational and time management capabilities N A reliable and accountable approach to your work N A collaborative, team-oriented attitude N Initiative and the ability to adapt to changing priorities N A willingness to learn,develop, and take on new challenges N Sound judgement and an understanding of risk and compliance principles N Why Join Automic? N At Automic Group, you'llbe 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.Perks N n Hybrid working model N High-growth, technology-driven organisation N Ongoing professional development and career progression opportunities N Supportive, collaborative, and high-performing team culture N Opportunity to work with industry-leading technology and clients N A workplace that valuesinnovation, ownership, and continuous improvement N n If this sounds like the opportunity you've been looking for, we'd love to hear from you. N Applications will be reviewed as they are received, and interviews may commence prior to the closing date. Early applications are encouraged. N n n n

📌 Customer Success Associate, Fund Operations - Sydney
🏢 Automic People Connect
📍 Sydney