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.
Role type
Associate-level operational support in fund operations
Builds
Registry operations, investor transaction processing, and client reporting for fund managers and listed companies
Domain
Financial services / Fund administration
Required skills
Data accuracy, transaction processing, regulatory compliance, client communication, system record management, report preparation, process improvement, risk awareness, time management
Preferred skills
Fund operations experience, registry/CRM system experience, tertiary qualification in Business/Finance
Technologies
Microsoft Excel, Microsoft Office, registry systems, CRM systems, financial administration systems
Responsibilities
Manage inbound and outbound client and investor communications; Process applications, redemptions, reconciliations, payments, and registry instructions; Maintain accurate system records, updates, and documentation; Prepare and distribute client, investor, and regulatory reports; Support transaction monitoring, audit readiness, and compliance activities; Identify and implement opportunities to improve processes and service delivery
Seniority
Junior to Mid-level, hands-on IC