International Client Operations Manager

International Client Operations Manager CORUM Investments makes savings accessible to everyone by offering products that aim for performance, with complete transparency. 🎯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-faceted 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 Locations CORUM ASSET MANAGEMENT - PORTUGAL Remote status Hybrid CORUM ASSET MANAGEMENT - PORTUGAL About CORUM “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 Founded in 2011 Co-workers 270 colleagues