Customer Success Associate, Fund Operations - Sydney

About Us

Automic Group is Australia’s expert partner for registry, fund administration and investor services, giving companies, funds and their investors confidence in every moment. 

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.  

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. 

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. 

About the Role 

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. 

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 

Role Responsibilities: 

• Support Customer Success Managers with day-to-day registry operations
• Manage inbound and outbound client and investor communications
• Respond to phone and email enquiries with accurate and timely resolutions
• Process applications, redemptions, reconciliations, payments, and other registry instructions
• Manage investor transactions and issued capital movements
• Maintain accurate system records, updates, and documentation
• Prepare and distribute client, investor, and regulatory reports
• Ensure data integrity and compliance with internal controls and procedures
• Support transaction monitoring, audit readiness, and compliance activities
• Provide administrative support across the Fund Operations team
• Maintain organised filing systems and accurate record management practices
• Collaborate with team members to deliver exceptional client outcomes
• Identify and implement opportunities to improve processes and service delivery
• Monitor industry developments and stay up to date with regulatory changes
• Participate in ongoing learning and professional development initiatives

Skills & Experience

• 1–3 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 data
• Excellent written and verbal communication skills
• Ability to manage competing priorities in a fast-paced environment
• Intermediate proficiency in Microsoft Excel and other Microsoft Office applications
• Experience using registry, CRM, or financial administration systems (advantageous)
• Tertiary qualification in Business, Finance, Commerce, or a related discipline (preferred)

About You

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.

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

• A client-focused mindset and strong communication skills
• Exceptional attention to detail and commitment to quality
• Strong organisational and time management capabilities
• A reliable and accountable approach to your work
• A collaborative, team-oriented attitude
• Initiative and the ability to adapt to changing priorities
• A willingness to learn, develop, and take on new challenges
• Sound judgement and an understanding of risk and compliance principles

Why 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.

Benefits

• Hybrid working model
• High-growth, technology-driven organisation
• Ongoing professional development and career progression opportunities
• Supportive, collaborative, and high-performing team culture
• Opportunity to work with industry-leading technology and clients
• A workplace that values innovation, ownership, and continuous improvement

If this sounds like the opportunity you've been looking for, we'd love to hear from you.

Applications will be reviewed as they are received, and interviews may commence prior to the closing date. Early applications are encouraged.