Customer Success Associate, Fund Operations
vor 3 Wochen
Customer Success Associate, Fund Operations Posted: 04/11/2025 Closing Date: 05/12/2025 Job Type: Permanent - Full Time Location: Sydney We’re looking for a motivated and detail-oriented Customer Success Associate to join our Fund Operations (Fund Registry) team. This is a hands‑on role where you’ll work closely with our Customer Success Managers to deliver exceptional client service, support fund registry operations, and contribute to Automic’s continued growth. You’ll gain direct exposure to client relationship management, corporate actions, and business performance — making it an excellent platform for career development within a scaling fintech. Job Description What you’ll do Support Customer Success Managers in day‑to‑day fund registry operations to deliver outstanding client outcomes. Manage inbound and outbound client communications, ensuring all interactions are professional, timely, and client‑focused. Verify and assist with preparing client correspondence, applications, redemptions, and other registry documentation. Process investor instructions and corporate action updates, ensuring accuracy and compliance. Assist in the preparation, reconciliation, and distribution of client and regulatory reports. Maintain accurate filing, auditing, and system updates to ensure data integrity. Provide general administrative support and collaborate across teams to achieve service excellence. Desired Skills and Experience What you’ll bring 1–3 years’ experience in fund operations , registry , customer success , or financial services . High attention to detail, accuracy, and process discipline. Excellent written and verbal communication skills with a strong client‑first mindset. Proven ability to manage competing priorities in a fast‑paced environment. Collaborative, proactive, and willing to learn new systems and processes. Proficiency in Microsoft Office (Excel in particular); experience with registry or CRM systems advantageous. Tertiary qualifications in Business , Finance , or related field preferred. About Us Automic Group is an Australian technology‑led investor administration company serving companies and fund managers. Automic combines purpose‑built, cloud‑native technology with a highly experienced and dynamic team to deliver tailored solutions that help companies and fund managers understand, engage, and manage their investors. Our single platform spans registry, employee share plans, and investor analytics, supported by professional services in company secretarial, finance, and investor relations and ESG. We are trusted by more than 1,150 ASX‑listed and private company clients - including over 750 listed entities - making us the number one provider on the ASX by number of companies serviced. In the past two financial years, Automic has delivered 50% of IPOs and supported 70% of listed companies switching registries. Our culture is entrepreneurial and collaborative, underpinned by our core values: Empowered, One Automic, Service Excellence, and Ambition. These values guide how we work with our clients and each other - encouraging initiative, driving high standards, fostering unity, and inspiring us to continually raise the bar. #J-18808-Ljbffr
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Senior Customer Success Associate, Fund Operations
vor 3 Wochen
Council of the City of Sydney, Österreich Automic Group VollzeitSenior Customer Success Associate, Fund Operations Posted: 04/11/2025 Closing Date: 05/12/2025 Job Type: Permanent - Full Time Location: Sydney We’re looking for a driven Senior Customer Success Associate to join our Fund Operations (Fund Registry) team and play a key role in delivering exceptional client outcomes and operational excellence. In this...
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Council of the City of Sydney, Österreich Automic Group VollzeitA leading fintech company in Sydney seeks a motivated Customer Success Associate to enhance client service and support fund operations. This hands-on role involves managing client communications, preparing registry documentation, and assisting with regulatory reports. Ideal candidates will have 1–3 years of relevant experience, strong communication skills,...
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Senior Client Success
vor 3 Wochen
Council of the City of Sydney, Österreich Automic Group VollzeitA leading investor administration company in Sydney is seeking a Senior Customer Success Associate to enhance client experience and manage fund operations. The successful candidate will oversee transactions, mentor junior staff, and ensure high-quality service in a fast-paced environment. Ideal applicants will have strong experience in fund operations and...
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Fund Operations Associate
vor 2 Wochen
Council of the City of Sydney, Österreich Dexus Units FP Stapled VollzeitFund Operations Associate page is loaded## Fund Operations Associatelocations: Sydney, QQTtime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: December 12, 2025 (18 days left to apply)job requisition id: R **Dexus (ASX: DXS)** is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real...
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Fund Operations Associate
vor 3 Stunden
Council of the City of Sydney, Österreich Dexus VollzeitDexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $50.1 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create tomorrow. The...
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Fund Operations Associate
Vor 6 Tagen
Council of the City of Sydney, Österreich Dexus Units Fp Stapled VollzeitOverview Fund Operations Associate Locations: Sydney, QLD Type: Full time Posted 2 Days Ago – End Date: December 12 Responsibilities Managing investor queries and reporting deadlines to ensure timely, accurate communication and exceptional client service. Coordinating outsourced registry services as the primary liaison between internal teams and external...
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Fund Operations Associate
vor 2 Wochen
City of Melbourne, Österreich Dexus VollzeitFund Operations Associate Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $50.1 billion. We believe the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock...
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Fund Operations Associate — AI‑Powered Reporting
vor 2 Wochen
Council of the City of Sydney, Österreich Dexus VollzeitA leading Australasian real asset group is seeking a Fund Operations Associate to support their Unlisted Funds Management platform in Sydney. This role involves coordinating investor reporting, implementing efficient technology solutions, and collaborating across teams. The ideal candidate has a finance degree and 2-3 years of relevant experience. Dexus...
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VC Investor Relations
vor 2 Wochen
Council of the City of Sydney, Österreich Tidal Ventures VollzeitA leading venture capital firm based in Sydney is looking for an Investor Relations & Fund Operations Associate. This role involves engaging with LPs, supporting fundraising efforts, and managing client interactions. The ideal candidate has 2–4 years of experience in venture capital or finance, strong analytical skills, and effective communication...
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Fund Operations
vor 2 Wochen
City of Melbourne, Österreich Dexus VollzeitA leading Australasian real asset group is seeking a Fund Operations Associate to enhance client servicing and operational support within their Unlisted Funds Management platform. The ideal candidate will have 3-5 years of experience in fund operations, strong Microsoft Office skills, and exceptional communication abilities. This full-time position offers...
