Associate, Managed Investment Schemes

About the Role:

Due to continued growth, we have a new entry level opportunity for a Customer Success Associate in our Managed Investment Schemes team. Reporting to the Operations Teams Leader, Managed Investment Schemes, you will be part of a dynamic, experienced and innovative Customer Success team, redefining the registry experience for customers and showcasing the Automic difference.

In this role you will be involved in supporting business development, assisting to further grow Automic’s client base. Additionally, you will support the implementation of client transitions and services. This will require collaboration and coordination with the Customer Success Managers to deliver service excellence. You will work closely with the Investor Services and Corporate Actions teams to ensure that you are well versed with clients’ activity and that exceptional service is delivered to our clients at all times.

Key Responsibilities:

• Supporting the Customer Success Managers in the Managed Investment Schemes team in their day-to-day tasks to ensure customer success
• Verify and assist with client correspondence and instructions
• Handle client enquiries by email and phone
• Issued capital movements, shareholder forms, shareholder communications, systems updates and management reporting
• Receipt, validation and processing of investor elections, including but not limited to applications and redemptions 
• Assist with the production and reconciliation of client reporting
• Auditing and filing all processed documentation
• Administrative support within the broader Registry team where required

About You:

To be successful, you will:

• Have a keen interest in financial markets, with a passion for meeting customer needs and the ability to prioritise your work and meet deadlines
• Be a quick learner, collaborative by nature and work well in a team environment, though able to work autonomously on tasks
• Be resilient and enjoy taking ownership of your deliverables and supporting team success
• Have strong MS Office skills, including Excel and Word templates
• Be able to process and organize data effectively
• Have excellent interpersonal and communication skills
• Some work experience in a corporate setting is desirable but not required
• General customer service experience is an advantage

What We Offer:

• A collaborative and supportive team culture
• A welcoming office located in the heart of the CBD, and a hybrid work environment
• Ongoing performance management and career support, including a performance and feedback check-in at the mid-point and end of each rotation
• Support from over 170 ambitious team members across Australia, including your rotation manager and buddy
• The opportunity to make meaningful contributions to the community through the Automic Impact employee volunteer group.
• Competitive remuneration package for the right candidate.

Closing Date:

Please be aware that if this opportunity becomes oversubscribed we will close applications before the stated deadline. We recommend you submit your application as early as possible. 

Note: Only applicants with work rights in Australia can be considered for this role. Preferred candidates will be required to undertake pre-employment screening, including reference checks, a National Police Check and an ID check. Automic Group collects and stores personal information for the purposes of recruitment and talent pooling – should you wish to have your information deleted from our systems, please make a request. See our Privacy Policy for further details on how Automic Group manages data.