Customer Success Associate, Fund Operations - Sydney
Core
Support Customer Success Managers in delivering exceptional client experiences by managing investor transactions, maintaining data accuracy, and ensuring seamless registry operations for funds.
Role type
Associate-level operational support specialist (fund operations)
Builds
Investor transactions, registry operations, and client reporting for ASX-listed and unlisted funds
Domain
Financial services / Fund administration / Investor registry
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data processing and reconciliation, Client communication, Regulatory compliance, Microsoft Excel, System record management, Transaction monitoring
Preferred skills
Fund operations experience, CRM/financial system experience, Tertiary qualification in Business/Finance
Technologies
Microsoft Excel, Registry systems, CRM systems
Responsibilities
Manage inbound and outbound client and investor communications, Process applications, redemptions, reconciliations, payments, and registry instructions, Maintain accurate system records and documentation, Prepare and distribute client, investor, and regulatory reports, Support transaction monitoring and audit readiness
Seniority
Junior to Mid-level, hands-on IC