International Client Operations Manager

CORUM L'Epargne; Lisboa; Híbrido; EUR 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work up to 2 days a week

Professional development opportunities

Resumo da oferta

CORUM L'Epargne is seeking an International Client Operations Manager to oversee subscription processes from Lisbon with rigorous administrative control, AML/CFT checks, and accurate reporting for international clients. The role requires coordination with compliance, IT, legal, and finance teams to deliver a high-quality client experience.

Fluent English and Portuguese are mandatory. The position offers a hybrid work model with up to two remote days per week in a cross-border financial services

Qualificações

• Master’s degree in Banking, Finance, Insurance, or a related field.
• Initial professional experience in Middle Office or Back Office operations in financial services.
• Knowledge of the financial sector and/or real estate investment funds is a strong asset.

Responsabilidades

• Administer subscription processes with rigorous oversight and regulatory compliance.
• Carry out bank reconciliations for subscription payments and verify flows with IT.
• Serve as main contact for partners and notaries on subscription follow-ups and client contracts.

Conhecimentos

Attention to detail

Organizational skills

Autonomy

Team player

Customer service oriented

MS Office

AI tools knowledge

Formação académica

Master’s degree in Banking, Finance, Insurance, or related field

Ferramentas

Back-office tools

Descrição da oferta de emprego

About the role

We are looking for an International Client Operations Manager to join our team in Lisbon, Portugal. In this role, you will ensure rigorous and efficient administrative oversight of subscription processes while guaranteeing regulatory compliance and client satisfaction. You will collaborate closely with internal teams and external partners to optimize processes and enhance operational efficiency — within a truly international environment where the ability to operate confidently in English and Portuguese is essential. This is a hands‑on, multi‑faced position at the heart of a fast‑growing, cross‑border financial services company. You will work closely with commercial, compliance, legal, IT, and finance teams to deliver an outstanding experience to our international clients and partners.

Who are we?

We are a European company with over 270 professionals dedicated to our clients. We provide innovative and high‑performing investment solutions across Europe. The company is recognized for its development success and its sense of innovation, our company is exclusively owned by its managers.

Nearly 160,000 clients trust us with their savings, totaling over 9.6 billion euros.

With offices in Paris, London, Dublin, Amsterdam, Singapore, Lisbon and Vienna, our head office is based in Paris.

Your missions

Administrative Oversight

• Perform first‑level checks and validate subscription files from Portuguese and Dutch clients, ensuring consistency of information and compliance with regulations (client profile vs. subscribed product, AML/CFT source of funds, subscriber identity, etc.)
• Carry out bank reconciliations for subscription payments (transfers, cheques)
• Conduct regular checks on subscription flows in collaboration with the IT team
• Act as the point of contact for partners (financial advisors, banks, brokers) regarding subscription follow‑up and ensure file completeness
• Serve as the main contact for notaries in handling client share transfer requests (account statements, donations, inheritances, private sales, divorces, etc.)
• Manage the setup and release of bank guarantees on client contracts (pledges, releases)
• Validate requests for setting up options within client contracts (scheduled payments, dividend reinvestments)
• Verify client identity for requests involving substantial information changes
• Handle contract lifecycle management: amendments, withdrawals, and client data updates

Monthly Key Activities

• Prepare monthly closing: ensure all ongoing activities are complete and up to date
• Organize bi‑monthly debit and payment sessions
• Manage and coordinate annual income tax declaration campaigns for international clients (Portugal, the Netherlands, Austria)
• Produce accurate and timely reporting for clients and business partners

Compliance & Regulatory Affairs

• Ensure all operations comply with applicable regulations in a highly regulated, multi‑jurisdictional environment
• Maintain up‑to‑date knowledge of regulatory requirements across key international markets
• Contribute to AML/KYC processes and ongoing client due diligence

Internal Efficiency & Process Improvement

• Manage and develop relationships with various service providers (back‑office, financing institutions)
• Proactively suggest improvements to internal processes, particularly in communicating business needs to IT teams and optimizing the daily use of management tools
• Implement and/or replicate necessary administrative processes when launching new products
• Report issues to IT teams and monitor their resolution
• Anticipate operational needs and contribute to the broader International Operations strategy
• Identify and propose opportunities to leverage technology and AI tools to enhance efficiency

Qualifications And Experience

Education & Experience

• Master’s degree (Bac+5) in Banking, Finance, Insurance, or a related field
• Initial professional experience in Middle Office or Back Office operations in financial services
• Knowledge of the financial sector and/or real estate investment funds is a strong asset

Skills & Personal Qualities

• Strong attention to detail and accuracy
• Excellent organizational skills and ability to manage multiple priorities simultaneously
• High level of autonomy and proactive mindset
• Dynamic, team‑oriented, with strong interpersonal skills
• Customer and partner service‑oriented approach
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); knowledge of industry‑specific back‑office tools is a plus
• Interest in or knowledge of AI tools applied to operational workflows is a plus

Languages

• English: Fluent (mandatory)
• Portuguese: Fluent or professional working proficiency (mandatory)
• French, German or Dutch: A strong plus

What we offer?

• Join an entrepreneurial adventure in an international environment
• Work on diverse projects that will stimulate your creativity
• Enjoy the flexibility of remote work up to 2 days a week
• Benefit from professional development opportunities

“Our aim has always been to create meaningful savings products, with a focus on transparency and accessibility. Real savings, based on the real economy.”

Frédéric Puzin, President of the CORUM Group