Representative Lead, BPS Client Service & Support

FIS Global•Atlanta, GA

About The Position

Represent FIS and BPS Outsourcing Operations in client and vendor meetings during custody conversion events to and from the organization. Create and manage project plans for client custody movement events, direct internal and external parties, and manage tasks according to established plans. Coordinate and reconcile the movement of securities, cash, and other assets between custodians at depositories, including DTCC, NSCC, and BNYM, during client onboarding and offboarding. Analyze customer data files, processes, forms, reports, and operational needs. Conduct data analysis, product mapping, and client interviews; create data maps and transaction workflow documents that specify how information will be converted into FIS systems. Coordinate readiness reviews, testing, training, and conversion activities, and manage reconciliation reports to resolve position and cash discrepancies. Provide client guidance throughout the project and on-site support during conversions, including troubleshooting, training, reviewing results, obtaining client sign-off, and coordinating post-conversion maintenance. The role is part of a cross-functional Operations Client Onboarding Team supporting multiple sites, lines of business, and FIS systems. The team guides groups through onboarding and offboarding milestones and holds them accountable for deliverables in a fast-paced environment.

Requirements

Bachelor’s degree in business or a related field, or an equivalent combination of education, training, or work experience.
Ability to translate client requirements into technical specifications and explain them to customer groups and technical staff.
Strong analytical and problem-solving skills, including the ability to analyze complex data and reach logical conclusions based on empirical evidence.
Excellent interpersonal, negotiation, and documentation skills.
Ability to solve complex problems in a fast-paced environment.
Clear, concise, and professional verbal and written communication skills with internal and external parties.
Fundamental understanding of the securities industry.
Intermediate to advanced Microsoft Excel skills.
Ability to facilitate project meetings and hold others accountable for deliverables.
Ability to analyze and solve problems using learned techniques and tools; strong attention to detail.
Ability to establish and maintain effective working relationships internally and externally.
Flexibility, versatility, and dependability.

Nice To Haves

Previous experience with asset movement.
Experience with TrustDesk and AddVantage.
Power BI and Microsoft Access skills.
Previous experience with bank reconciliation.
Lean, Six Sigma, or PMP certification.
Accounting experience or reconciliation experience in a large financial institution.
CoPilot, Agentic AI, Power BI, Microsoft Access, or Microsoft Project experience.

Responsibilities

Represent FIS and BPS Outsourcing Operations in client and vendor meetings during custody conversion events.
Create and manage project plans for client custody movement events, direct involved parties, and manage project tasks.
Coordinate and reconcile securities, cash, and other asset movements between custodians at relevant depositories.
Conduct data analysis, product mapping, and client interviews to assess software data requirements.
Create and refine data maps and transaction workflow documents that specify how each information field will be converted.
Communicate with mutual fund companies, custodians, and securities industry representatives to coordinate trading and asset movement and maintain relationships.
Coordinate and conduct readiness reviews, including guiding customers through test-script preparation and execution.
Manage daily reconciliation reports and resolve position and cash breaks promptly.
Analyze complex holdings data and translate it into formats suitable for internal and external audiences.
Examine client processes, forms, and reports; determine operational needs and document post-conversion software use and related procedures, forms, and reports.
Develop procedures with clients when needed to ensure appropriate use of FIS software.
Provide project expertise and guide clients in using the system.
Provide on-site support during conversion, answer questions, troubleshoot issues, support new procedures, and conduct last-minute training when needed.
Review conversion results, system balancing, general-ledger balancing, and errors with customers; obtain client sign-off.
Coordinate post-conversion maintenance, including error resolution, system or data changes, and balancing adjustments.
Work with programmers, clients, and others to ensure successful conversion through mock implementations, testing, and validation.
Gather customer forms and data files, assess software requirements, and discuss customization needs with the programming team.
Perform other related duties as assigned.