Client Project & Service Manager

Project Implementation & Delivery

• Lead and manage end-to-end client onboarding and implementation projects from initial scoping through deployment go-live and handover to ongoing service.
• Define and maintain a repeatable scalable framework for project execution to ensure consistent high-quality delivery across clients.
• Oversee project timelines budgets resource allocation risk management and delivery KPIs to ensure successful and profitable outcomes.
• Coordinate across Evooqs internal teams including Product Engineering and Client Success to ensure alignment and timely delivery of all project components.

• Serve as a trusted advisor and main point of contact for assigned clients ensuring ongoing satisfaction and engagement.
• Build strong long-term relationships with stakeholders at all levels from project sponsors to operational users.
• Understand each clients business objectives translating them into clear requirements and actionable delivery plans.
• Manage the client governance model including project steering committees and regular service reviews.
• Provide structured reporting on delivery performance progress and areas for continuous improvement.

• Work closely with Product Managers to share client insights identify service enhancements and influence the product roadmap.
• Partner with internal support and engineering teams to resolve client-specific issues and implement tailored solutions.
• Conduct client training sessions to enhance adoption and effective usage of Evooqs platform.
• Proactively monitor service performance and usage metrics to identify opportunities for optimization and innovation.
• Collaborate with Account Managers to uncover and execute on cross-selling or upselling opportunities.

• Proven experience in project management client delivery or service management roles within financial technology SaaS or wealth management environments.
• Strong understanding of financial services processes ideally in areas such as investment management portfolio analytics or advisory platforms.
• Excellent organizational skills and the ability to manage multiple projects and stakeholders simultaneously.
• Exceptional communication and relationship-building skills with a client-first mindset.
• A proactive solutions-oriented approach comfortable working in a dynamic fast-paced scale-up environment.
• Fluency in English (French or German is a plus).

• Work with a talented diverse team shaping the future of wealth management technology.
• Join a growing company where your contributions directly impact client success and business growth.
• Collaborate with leading financial institutions across Europe and beyond.
• Hybrid and flexible working environment with a strong culture of autonomy and trust.

Evooq is a global provider of technology-driven solutions for wealth and asset managers. We aim to radically simplify the investment process and make investments more accessible and more understandable for professional investors and their clients.

Our clients include some of the worlds largest banks as well as wealth management companies and pension funds across Europe and Asia.

We are headquartered in Lausanne and have offices in Zurich Geneva Fribourg and Singapore.

Remote Work : No

Employment Type : Full-time

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Experience : years

Vacancy : 1