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Representative II, BPS Operations Processing

Fis
USA
Full-time
Mid
Discovered 6 days ago
Client service

Full Job Posting

Schedule

  • Fully on-site. Hiring for one location. 201 17th Street NW, Suite 900 Atlanta, GA 30363/4900 West Brown Deer Road Brown Deer, WI 53223
  • Full-time. Monday-Friday 8am-5pm
  • What You Will Be Doing
  • Process account closing related account maintenance, fee processing, cash and asset distribution and statement processing accurately and timely
  • Manage end-to-end operational workflows from intake through review, validation, processing, completion, and client communication
  • Support account closing activities and administrative processes that may span multiple phases and stakeholders
  • Communicate with clients daily to gather information, provide updates, and resolve operational inquiries
  • Coordinate with onshore and offshore teams to ensure service requests are completed efficiently
  • Review documentation for completeness, accuracy, and compliance with established procedures
  • Identify process improvement opportunities and actively incorporate feedback to enhance the client experience
  • What We Need from You
  • Bachelor’s degree or equivalent combination of education, training, and relevant work experience•
  • Experience on the TrustDesk Trust Accounting Platform
  • Ability to manage multiple priorities and maintain accuracy in a high-volume environment
  • Strong time management, organizational, and workload prioritization skills
  • Experience working with account processing, account maintenance, or account closure activities
  • Knowledge of operational documentation standards and transaction processing controls
  • Experience communicating professionally with clients and business partners by phone and email
  • Understanding of asset transfers, cash movement processes, and account servicing activities

Preferred Qualifications

  • Experience in wealth management, private banking, retail banking, or financial services operations • Familiarity with full-cycle operational reviews and client service workflows • Experience supporting multiple client relationships with varying service requirements • Demonstrated ability to collaborate effectively across onshore and offshore teams • Continuous improvement mindset with a willingness to receive and apply feedback
  • What We Offer You
  • At FIS, we hire the best—and in return, we offer a stable and supportive environment with opportunities to grow.
  • Competitive pay and comprehensive benefits
  • Career growth and development opportunities within a global fintech organization
  • Training and support to build skills and advance within production and operations roles
  • A collaborative, inclusive workplace culture
  • Tools and resources to support work‐life balance and long‐term success
  • Experience in wealth management, private banking, retail banking, or financial services operations
  • Familiarity with full-cycle operational reviews and client service workflows
  • Experience supporting multiple client relationships with varying service requirements
  • Demonstrated ability to collaborate effectively across onshore and offshore teams
  • Continuous improvement mindset with a willingness to receive and apply feedback

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