Client Portal Manager

Franklin Fitch; Boston (MA); On-site; USD 60,000 - 90,000; Part time

Job summary

Franklin Fitch is supporting a respected professional services firm launching a brand-new client portal. You will own the day-to-day client experience and become the go-to expert on the portal, guiding clients and coordinating with internal teams to resolve issues and manage access.

This is a 9-month contract based in Boston, onsite 3x per week, with a focus on improving the client experience, resolving issues, and creating documentation and best practices for users.

Qualifications

• Experience within financial services, legal, trust or wealth management environments would be particularly valuable.

Responsibilities

• Become the internal expert on a new client portal
• Support clients with platform questions and access issues
• Track, prioritise and coordinate resolution of client requests
• Work closely with IT and operational teams to resolve technical issues
• Administer user permissions and platform settings
• Monitor recurring issues and identify opportunities for improvement
• Help create documentation and best practices
• Train colleagues and clients on using the platform
• Ensure client information remains accurate across systems

Skills

Client portal

Job description

We're supporting a respected professional services firm that's launching a brand-new client portal and is looking for someone to take ownership of the day-to-day client experience.

This is a newly created position where you'll become the go-to expert on the firm's client portal, helping clients navigate the platform while working closely with internal teams to resolve issues, manage user access and continually improve the overall experience.

It's a great opportunity for someone who enjoys technology but prefers working with people rather than writing code.

Responsibilities:

• Become the internal expert on a new client portal
• Support clients with platform questions and access issues
• Track, prioritise and coordinate resolution of client requests
• Work closely with IT and operational teams to resolve technical issues
• Administer user permissions and platform settings
• Monitor recurring issues and identify opportunities for improvement
• Help create documentation and best practices
• Train colleagues and clients on using the platform
• Ensure client information remains accurate across systems

Experience within financial services, legal, trust or wealth management environments would be particularly valuable.

This is a 9-month contract with the potential for extension depending on project needs.

Must be Boston-based and onsite 3x per week.