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The Digital Client Experience and Portal Operations supports the day‑to‑day execution and quality of the client’s digital client and online platforms. This role helps ensure that client‑facing digital experiences-such as portals, online content, and digital reporting-are accurate, intuitive, timely, and aligned with business and compliance standards.
Job Responsibility:
Assist with day‑to‑day support of client‑facing digital platform, including portals and online tools, helping ensure content accuracy, accessibility, and consistency
Support UAT on feature enhancements
Perform routine quality checks to validate links, layouts, data displays, and document versions prior to release
Assist with user onboarding and offboarding processes, including access requests and permission updates, under established controls and procedures
Triage basic user issues or questions and coordinate with senior team members or technology partners for resolution as needed
Support ongoing improvements to the digital user experience by helping document issues, gathering feedback, and validating updates or enhancements
Assist with reviewing basic UX elements such as navigation, page structure, and content organization to ensure a clear and intuitive experience
Help compile basic usage metrics and reports (e.g., engagement trends, adoption indicators) to support internal reporting and decision‑making
Assist in maintaining dashboards or trackers used by the Digital Client Experience team
Assist in maintaining process documentation, checklists, and standards related to digital platform operations and content delivery
Support change management efforts by helping prepare release notes, or internal materials
Requirements:
Bachelor’s degree or equivalent practical experience
4+ years of experience in a digital, operations, client service, or technology‑enabled role
Strong attention to detail and organizational skills
Comfort working with digital platforms, online tools, and structured content
Clear written and verbal communication skills
Nice to have:
Exposure to client portals, websites, SaaS platforms, or content management systems
Basic familiarity with UX concepts or digital best practices
Experience working in a regulated or client‑focused environment (financial services a plus, but not required)
Interest in digital transformation, client experience, or technology‑enabled service delivery