Representative Lead, BPS Client Service & Support

FIS Global • Atlanta, GA

6d

About The Position

You will serve as a key link between operations teams and clients within a growing middle office function, helping shape and scale a new operating model. In this role, you will manage day-to-day client servicing, reporting, and issue resolution across multiple client accounts. You will drive communication, transparency, and operational performance through proactive coordination and structured reporting. Success is measured by client satisfaction, operational efficiency, and the ability to anticipate and resolve issues across the service lifecycle.

Requirements

• Bachelor’s degree or equivalent experience in financial services, business operations, or related field
• Demonstrated experience in financial services operations
• Strong client service experience with ability to manage multiple client relationships simultaneously
• Excellent verbal and written communication skills with confidence presenting to clients
• Proven ability to manage reporting processes, dashboards, and operational updates
• Highly organized with strong attention to detail and ability to track issues end-to-end
• Proactive approach to problem solving and identifying process improvements
• Experience collaborating across cross-functional teams in a fast-paced environment

Nice To Haves

• Financial services operation experience 4+ years
• Experience working in a middle office or client-facing operations environment 4+ years
• Familiarity with reporting tools or AI-enabled solutions such as Copilot
• Knowledge of wealth management or banking operations
• Experience leading team huddles, client calls, or operational reviews
• Strong analytical skills with ability to interpret operational data and trends

Responsibilities

• Serve as the primary liaison between operations teams and 4–5 assigned client accounts
• Deliver accurate daily reporting to clients, leveraging tools such as Copilot to enhance efficiency and insights
• Lead daily huddles with operations leads to review status updates, risks, and issue tracking
• Conduct weekly client and host calls to communicate progress, performance, and key updates
• Manage and track technical and operational issues through full lifecycle resolution
• Provide proactive communication and escalation of risks impacting client delivery
• Coordinate across internal teams to ensure seamless service execution and client satisfaction
• Analyze operational data and trends to support continuous process improvement
• Maintain organized tracking systems for deliverables, issues, and action items
• Contribute to building and scaling middle office processes, tools, and best practices

Benefits

• Opportunities to make an impact in fintech
• Personal and professional learning
• Inclusive, diverse work environment
• Resources to give back to your community
• Competitive salary and benefits

What This Job Offers

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