Job Title

Customer Success Associate, Fund OperationsPosted: 06/05/2025Closing Date: 30/05/2025Job Type: Permanent - Full TimeLocation: SydneyAbout UsAutomic 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, along with professional services including company secretarial, ESG, accounting and finance, and investor and media relations.Today, over 1,400 ASX listed and unlisted clients trust Automics 250 employees to manage their registry, investor, and board requirements. Automic is ranked number one on the ASX by the 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 that have switched registries.Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions, and initiative are encouraged. Our core valuesCustomer Success, Ambition, Equality, and Teamare at the foundation of who we are and how we operate.Job DescriptionThe RoleAs 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 collaborate 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 into customer success management, corporate activity, and overall business performance. This will make you a key contributor to the businesss continued growth, as well as offering real career development opportunities.ResponsibilitiesClient Support and CommunicationSupport 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 ProcessingVerify 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 applications and redemptions.Reporting and ComplianceAssist in the preparation, reconciliation, and distribution of client reports, ensuring data integrity and timeliness.Perform auditing and accurate filing of all processed documentation to support regulatory and compliance requirements.Administrative and Team SupportProvide 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 ExperienceDemonstrated CapabilitiesTertiary qualification or equivalent experienceExceptional presentation and written communication skillsCapable of working independentlyStrong focus on customer successExcellent relationship management skillsProficient in Microsoft Office products, particularly ExcelHighly organised and collaborative in approachA positive and collaborative work cultureEmployee recognition and rewards initiativesComprehensive training and ongoing development programsCareer advancement opportunities within the organisationAn impressive list of employee benefits including discounts on retail, bills, wellbeing, and entertainmentDiversityCreating 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 behaviors. 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 LandIn 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. #J-18808-Ljbffr