Client Delivery & Operations Lead — Tax & Wealth

S27a; Lisboa; Híbrido; EUR 60 000 - 90 000; Tempo integral

Resumo da oferta

Centry is a wealth engineering company seeking a Client Delivery & Operations Manager to own the operational journey from onboarding to ongoing service, coordinating with tax, wealth, legal, banking and external advisers.

You will build delivery plans, manage cross-functional action lists, and ensure flawless client communications while driving automation and scalable processes. This role requires strong English, meticulous systems thinking and a proactive, service-oriented mindset.

Qualificações

• Experience in client services, operations, project management, case management or professional-services delivery.
• Experience managing several complex, high-trust client engagements at the same time.
• Excellent written and spoken English, strong judgement and exceptional attention to detail.
• The confidence to coordinate founders, senior advisers, external professionals and sophisticated clients.
• Practical experience with CRMs, project-management systems and document-management tools.
• A systems mindset and genuine enthusiasm for automation, integrations, no-code tools and AI. Coding is not required, but technical confidence and curiosity are important.

Responsabilidades

• Deliver an exceptional, informed and organised client experience today.
• Build the processes, automations and tooling that allow Centry to deliver that experience to many more clients without administration growing at the same rate.
• Map the end-to-end client journey and identify repetitive work, unnecessary handoffs and avoidable delays.
• Standardise templates, checklists, workflows, statuses, handovers and service expectations.
• Use CRM, project-management, document, communications, integration, no-code and AI tools to automate repeatable administration.
• Build triggers, reminders, dashboards and alerts that surface missing documents, overdue tasks, stalled engagements and upcoming deadlines.
• Measure cycle time, manual touches, errors, bottlenecks and operational capacity, then continuously improve them.
• Test, document and maintain automations so they are reliable, auditable and easy for the team to use.
• Protect confidentiality, technical review and human judgement; automation should improve the client experience, not make it impersonal.

Conhecimentos

Client services

Operations management

Project management

Case management

CRM systems

No-code/automation

AI tooling

Attention to detail

English proficiency

Ferramentas

CRM systems

Project management tools

Document management tools

Descrição da oferta de emprego

Centry is a wealth engineering company seeking a Client Delivery & Operations Manager to own the operational journey from onboarding to ongoing service, coordinating with tax, wealth, legal, banking and external advisers.

You will build delivery plans, manage cross-functional action lists, and ensure flawless client communications while driving automation and scalable processes. This role requires strong English, meticulous systems thinking and a proactive, service-oriented mindset.