Senior Customer Success Associate, Fund Operations
vor 3 Wochen
Senior 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 hands‑on role, you’ll act as a key operational contact for clients, oversee complex registry and fund processes, and mentor junior team members — all while contributing to Automic’s continuous growth and innovation. Job Description What you’ll do Act as a trusted operational contact for clients, ensuring proactive, high‑quality service. Support Customer Success Managers with day‑to‑day registry and investor operations. Manage and review complex transactions, including applications, redemptions, distributions, and corporate actions. Oversee reconciliations, investor communications, and reporting deliverables to ensure accuracy and compliance. Review and approve work completed by Customer Success Associates, maintaining Automic’s service standards. Collaborate across teams to drive process improvement and system efficiency. Contribute to internal initiatives that enhance client experience and operational excellence. Desired Skills and Experience What you’ll bring 2–4 years’ experience in fund operations , registry , or client success within financial services or fund administration. Strong understanding of registry processes, investor transactions, and reporting requirements. Proven accuracy in reconciliations and data management. Excellent written and verbal communication skills with a proactive, client‑first mindset. Ability to manage competing priorities in a fast‑paced environment. Confident mentoring and supporting junior team members. Proficiency in Microsoft Excel ; experience with registry or CRM systems highly regarded. Tertiary qualifications in Business , Finance , or related discipline (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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Customer Success Associate, Fund Operations
vor 3 Wochen
Council of the City of Sydney, Österreich Automic Group VollzeitCustomer 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...
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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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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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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
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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
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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
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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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Senior Fund Operations
vor 2 Wochen
Council of the City of Sydney, Österreich State Street VollzeitA global investment management firm located in Sydney is seeking a Core Operations Assistant Manager. In this role, you will manage daily operations, oversee risk, and ensure client satisfaction. Ideal candidates have over 5 years of custody or fund accounting experience, excellent communication skills, and a strong knowledge of financial products. Join a...
