Client Support & Registry Operations Specialist
Posted on:
April 15, 2025
Job description
The Opportunity
We’re hiring a Client Support & Registry Operations Specialist to join our post-implementation team. This is a hands-on, high-trust role supporting fund managers as they use Caruso to run their operations.
You'll be responsible for day-to-day client support, coordinating and delivering registry services, and ensuring clients feel confident and well-supported on the platform.
This is a great opportunity for someone who understands unit registry, is confident talking to clients, and wants to join a high-performing SaaS business where they can make a real impact.
Responsibilities
What you'll do:
- Owning the post-go-live client experience for a portfolio of fund managers, providing timely, clear, and professional support across a range of operational needs
- Coordinating and delivering critical unit registry operations - such as processing investor transactions, managing unit pricing events, issuing distributions, and preparing transaction statements
- Ensuring all fund-related activities are completed accurately, on time, and with full transparency to the client
- Managing and triaging inbound support requests, including data updates, platform troubleshooting, and investor communication workflows
- Maintaining structured internal records of registry events, transaction histories, and client communications
- Collaborating with our data and engineering teams to troubleshoot and resolve more complex client requests
- Build trusted relationships with client teams and identify opportunities to improve engagement and service quality
- Contributing to internal documentation and helping identify opportunities to improve service delivery and operational processes
- Assisting with investor onboarding and documentation tasks when needed - such as capturing new investor information or linking investor records to registry data
Job requirements
What we're looking for:
- 3+ years of experience in client support, fund operations, investor services, or financial admin
- Solid understanding of unit registry, distributions, and investor comms
- Excellent written and verbal communication, clear, professional, and confident
- Detail-oriented and structured, you thrive in organised systems and can manage multiple workflows at once
- High attention to detail - particularly around numbers, statements, and investor data
- A proactive, organised approach to solving problems and following up
- A strong collaborator who advocates for client needs and helps drive continuous improvement across teams
- Comfortable working with modern tools like Intercom, Notion, Excel/Sheets, and SaaS platforms
Nice to Have (But Not Essential)
- Exposure to AML/KYC workflows or compliance comms
- Experience working in a modern SaaS or scale-up environment
Benefits
- Enjoy our premium office space with a modern fit-out in Sydney’s CBD.
- New workstation package including Macbook, dual screens, Apple peripherals, Airpod Pro noise-cancelling headphones.
- 5 weeks annual leave after 2 years tenure, 6 weeks of annual leave after 3 years tenure.
- Unlimited sick leave.
- Extended maternity/paternity leave.
Apply now
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