/n Introduction/n

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/n About Us /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

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Description/n

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/n About the 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 fast-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 professional growth /n Role Responsibilities: /n /n

- Support Customer Success Managers with day-to-day registry operations

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- Manage inbound and outbound client and investor communications

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- Respond to phone and email enquiries with accurate and timely resolutions

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- Process applications, redemptions, reconciliations, payments, and other registry instructions

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- Manage investor transactions and issued capital movements

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- Maintain accurate system records, updates, and documentation

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- Prepare and distribute client, investor, and regulatory reports

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- Ensure data integrity and compliance with internal controls and procedures

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- Support transaction monitoring, audit readiness, and compliance activities

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- Provide administrative support across the Fund Operations team

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- Maintain organised filing systems and accurate record management practices

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- Collaborate with team members to deliver exceptional client outcomes

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- Identify and implement opportunities to improve processes and service delivery

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- Monitor industry developments and stay up to date with regulatory changes

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- Participate in ongoing learning and professional development initiatives

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Skills And Experiences/n

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/n Skills & Experience /n /n

- 1–3 years’ experience in fund operations, registry services, financial administration, or customer service (desirable)

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- Strong attention to detail with the ability to process, reconcile, and maintain accurate data

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- Excellent written and verbal communication skills

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- Ability to manage competing priorities in a fast-paced environment

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- Intermediate proficiency in Microsoft Excel and other Microsoft Office applications

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- Experience using registry, CRM, or financial administration systems (advantageous)

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- 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 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 Demonstrate/n /n

- A client-focused mindset and robust communication skills

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- Exceptional attention to detail and commitment to quality

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- Strong organisational and time management capabilities

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- A reliable and accountable approach to your work

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- A collaborative, team-oriented attitude

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- Initiative and the ability to adapt to changing priorities

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- A willingness to learn, develop, and take on new challenges

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- Sound judgement and an understanding of risk and compliance principles

/n Why Join Automic?/n 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. Benefits/n /n

- Hybrid working model

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- High-growth, technology-driven organisation

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- Ongoing professional development and career progression opportunities

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- Supportive, collaborative, and high-performing team culture

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- Opportunity to work with industry-leading technology and clients

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- A workplace that values innovation, 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

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