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Skills: Administrative Oversight, Regulatory Compliance, Bank Reconciliation, AML/KYC, Client Relationship Management
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Paris, Ile-de-France, France · Hybrid
👋Qui sommes-nous ? Nous sommes une entreprise européenne dynamique et indépendante, forte de plus de 270 collaborateurs dévoués à la satisfaction de nos clients. Nous offrons des solutions d’épargne performantes et inno…
Skills: Customer Relationship Management, Financial Services, Compliance, AML/KYC, Bank Reconciliation
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Manage administrative oversight of subscription processes and ensure regulatory compliance for international clients. Collaborate with internal teams and external partners to optimize operational efficiency and enhance the client experience.
Requires a Master's degree in Banking, Finance, or Insurance with professional experience in financial services Middle or Back Office operations. Fluency in both English and Portuguese is mandatory.
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.
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 152,000 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.
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
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
🌍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
Notre mission : créer une épargne dynamique ouverte à tous #SCPI #AssuranceVie #FondsObligataires
CORUM is a French real estate investment company investing in the whole eurozone and in all segments of the commercial property market, with a target dividend yield of 6% (not guaranteed). CORUM is available from a minimum investment of €1,075 (as of 1 June 2018) and it is the first real estate investment solution to pay any dividends generated on a monthly basis. This means that instead of paying quarterly dividends as other investment companies do, CORUM pays any dividends available to its shareholders on a monthly basis. Therefore, CORUM is an ideal solution to enjoy all the benefits of direct rental property investment, but without the drawbacks. CORUM has implemented an original management style: flexible management. It is the first real estate investment company in France to ever implement this management style. Like its economic and financial environment, the real estate market is also subject to uncertainties. This is why CORUM decided to use flexible management in order to benefit from great mobility in terms of asset allocation. In this way, it takes advantage of the market environment instead of submitting to it. More information on : https://www.corum.fr/ Visa SCPI n°12-17 from AMF (07/24/2012)
Offices: 1, rue Euler, Paris, 75008, FR
Notre mission : créer une épargne dynamique ouverte à tous #SCPI #AssuranceVie #FondsObligataires
CORUM is a French real estate investment company investing in the whole eurozone and in all segments of the commercial property market, with a target dividend yield of 6% (not guaranteed). CORUM is available from a minimum investment of €1,075 (as of 1 June 2018) and it is the first real estate investment solution to pay any dividends generated on a monthly basis. This means that instead of paying quarterly dividends as other investment companies do, CORUM pays any dividends available to its shareholders on a monthly basis. Therefore, CORUM is an ideal solution to enjoy all the benefits of direct rental property investment, but without the drawbacks. CORUM has implemented an original management style: flexible management. It is the first real estate investment company in France to ever implement this management style. Like its economic and financial environment, the real estate market is also subject to uncertainties. This is why CORUM decided to use flexible management in order to benefit from great mobility in terms of asset allocation. In this way, it takes advantage of the market environment instead of submitting to it. More information on : https://www.corum.fr/ Visa SCPI n°12-17 from AMF (07/24/2012)
Offices: 1, rue Euler, Paris, 75008, FR
