Client Portal Manager
Franklin Fitch
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. #J-18808-Ljbffr Franklin Fitch
$200k - $220k
...ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-... ...investment performance and advice to our clients. We offer investment strategies and... ...the gmo.com platform and client portal in partnership with Marketing and Distribution...SuggestedFull timeContract workLocal areaWorldwideFlexible hours$124.65k - $152.35k
...with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on...SuggestedFull timeTemporary workWork experience placementLocal area3 days per week$79k - $99.75k
...by healthcare experts – driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every... ...primary contact for solution-specific escalations, performance management, and value demonstration, ensuring high levels of client...SuggestedFull timeContract workWork at officeLocal areaVisa sponsorshipFlexible hours- ...benefits package, along with the opportunity to work within an innovative and collaborative environment.Join our Marketing Team as a Client Manager located in our Boston or Chicago office.We are seeking a highly skilled professional who thrives in a fast-paced, deadline-...SuggestedHourly payFull timeTemporary workWork at officeFlexible hours
$129.81k - $197.8k
...achieve. Together.SummaryThe Marketing & Business Development Manager, Sports, Media & Entertainment Sector, plays a key leadership role... ..., and pursue business development opportunities, strengthen client relationships, and proactively drive go-to-market strategies that...SuggestedFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-...Temporary workWork at officeImmediate start
- ...and breakthrough technologies to progress further, faster. Our clients adapt and transform, and together we achieve enduring results.... ...offices in the UK, US and Ireland.We are seeking a Client Engagement Manager to drive growth across Drug Delivery and Medical Device clients...Work at office2 days per week
$163.2k - $220.8k
...Position OverviewAt Wilson Sonsini, we are committed to providing our clients with both exceptional legal counsel and a highly professional,... ...tangible improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback program(s) and to help...Full timeImmediate startWorldwide- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...impact. Join us! Philanthropic Client Managers (PCMs) are experts in the management of... ...for financial advisor access to CGF DAF portal Desired Qualifications: Ability and...Work at officeImmediate startWork from homeShift workDay shift3 days per week
$140k - $170k
...together with our network of affiliated experts from academia, industry, and government, offer our clients exceptional breadth and depth of expertise.The Compliance Manager works closely with the Director of Compliance and other members of the Legal, Conflicts, and...Contract workWork experience placementLocal areaWorldwideFlexible hours$130k - $240k
...work, empowering our employees to make a lasting impact on our clients, communities, and the planet.What’s in it for you?Woodard & Curran... ....This role is ideal for an experienced engineer or project manager ready to expand beyond project delivery into client leadership,...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours$75k - $105k
Position Summary Brault is a practice management, billing and coding company exclusively serving acute care independent physician practices... ...looking for an energetic, experienced and service driven Client Manager. The Client Manager works with the Officers of the Company...Contract workRemote work- ...Category: 500+ Employees) An Inc. 5000 fastest growing private company in America every year since 2007! Description : The Client Services Manager is responsible for generating sales, increasing revenue and profitability. This position establishes and develops client relationships...Work at officeRemote work
$115k - $170k
...information seamless, intuitive, and impactful. We are looking for a Client Services expert to own key client relationships and drive... ...Requirements 4+ years of digital marketing strategy and account management experience in a healthcare/pharma agency setting; proven...Contract workLocal areaFlexible hours$50k - $65k
...informed decisions to improve their risk management outcomes, modernize their benefits... ...With some guidance and/or direction, leads client service including ALL primary activities... ...timelines. ~ Proficient in self-serve portals and manages client training and...Work experience placement$110k - $125k
...strategy consulting firm that partners with clients to solve their most critical business... ...visit lek.com. Overview Of Alumni Engagement Manager L.E.K. seeks an experienced alumni... ...integrated alumni communications across the web portal, newsletters and social channels Design,...Permanent employmentH1bWork at officeLocal areaWorldwideHome office- ...solutions for estate, income tax and asset preservation. Whether our clients are looking to transfer a business to their children, provide... ...life insuranceplanning firm that specializes in designing and managing sophisticated lifeinsurance portfolios that help ultra-affluent...Work at office
$170k - $267.5k
Who We Are Looking ForWe are seeking an experienced Client Solution Manager (CSM) with a comprehensive understanding of the Front to Back servicing and operating model and delivery ecosystem, and a proven ability to translate complex client needs into scalable, standards...Full timeTemporary workInterim roleFlexible hours- ..., and operates like an agency of one. This is not a role about managing AI adoption or evangelizing what's possible. It's about doing it... ...into real, repeatable offerings that create genuine value for clients. You move fast, work across disciplines, and are equally comfortable...Full timeLive inWork at officeLocal areaShift work
- ...firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and... ...recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life...Work at officeFlexible hours
- ...Senior Client Executive We are seeking a driven and experienced Senior Client Executive... ...) Cybersecurity & CMMC Compliance Managed IT Services Key Responsibilities: Sales... ...deals through vendor/distributor portals to secure optimal margins. Sales Forecasting...Work at officeLocal area
$110k - $188.75k
...The Client Service Vice President is a client facing role, and acts as the key contact point for our asset manager clients with respect to Daily servicing of the account, SLA requirements etc., New services and/or changes to service and associated billing adjustments...Full timeTemporary workFlexible hours$110k - $188.75k
...Who we are looking for: The Relationship Management area is responsible for developing and improving the relationship with State Street’s current clients in order to understand their needs and propose appropriate solutions to the organization's business. This role interacts...Full timeTemporary workWork experience placementFlexible hours$200k - $250k
...Overview Lead our Client Advisory Services team—a specialized group of insurance industry experts focused on unlocking maximum customer... ...Lead and Mentor a Specialized Advisory Team Build and manage a high-performing team of experienced SMEs with deep insurance industry...$120k - $150k
...Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep...Full timeLocal area- Vice President, Client Operations ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and success... ...team member for the role Vice President, Client Operations Manager, to join our Integrated Middle Office Solutions team. This role...Work at officeWorldwideFlexible hours
- Senior Vice President, Client Operations ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth... ...team member for the role Senior Vice President, Client Operations Manager, to join our Integrated Middle Office Solutions team. This role...Work experience placementWork at officeWorldwideFlexible hours
$69k - $185k
In this role, you’ll make an impact in the following ways:Support key client relationships as primary point of escalation and coordination across accounting services.Oversee the preparation and review of financial statements, ensuring accuracy and compliance with regulatory...Temporary workWorldwideFlexible hours$130k - $165k
...free to reference any tools, platforms, or workflows you use today.ROLE OVERVIEWAs the Customer Experience Communications Operations Manager at Benchling, you will own the communications backbone for our customer base. Benchling ships product updates every day on a...Work at officeLocal areaFlexible hours3 days per week- Citizens Bank is seeking a dedicated professional to join as a Wealth Management Advisor in Somerville, Massachusetts. The role involves acquiring and onboarding affluent clients, growing deposits, and providing exceptional client experiences. Candidates should have 3-...
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