Representative II, BPS Operations Processing

FIS • Atlanta, GA

3d • Onsite

About The Position

FIS is hiring a Representative II, BPS Operations Processing to support account-closing operations. The role processes account maintenance related to closures, fees, cash and asset distributions, and statements, while managing operational workflows from intake through completion and client communication. It involves daily client contact, coordination with onshore and offshore teams, review of documentation for accuracy and compliance, and identifying opportunities to improve processes and the client experience. The position is fully on-site at one of the listed locations and follows a Monday–Friday, 8 a.m.–5 p.m. schedule.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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 incorporate feedback to enhance the client experience.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level