Representative Senior, BPS Client & Product Onboarding

FIS Global • Jacksonville, FL

9d

About The Position

Representative III, BPS Client & Product Onboarding - Experienced individual contributor in BPS Client & Product Onboarding, accountable for quality delivery and continuous improvement. Core strengths: Communication, Customer Service, Problem Solving.

Requirements

• Retirement industry experience required, including new business onboarding, conversions, rollovers, or recordkeeping‑related work.
• Proven project management experience, including management of multiple concurrent initiatives.
• Strong client‑facing experience with advisors, plan sponsors, and external partners.
• Experience working with major retirement plan recordkeepers.
• Excellent problem‑solving skills with the ability to navigate complex issues.
• Ability to work independently with limited supervision.
• Strong organizational skills, attention to detail, and ability to manage deadlines effectively.
• Strong written and verbal communication skills.
• Ability to influence others regarding policies, procedures, and best practices.
• Demonstrated ability to provide guidance and review the work of less experienced professionals.

Responsibilities

• Manage onboarding and conversion projects for new retirement plan clients.
• Serve as a primary client‑facing partner, engaging with advisors, plan sponsors, and external recordkeepers.
• Lead multiple onboarding projects concurrently while meeting delivery timelines and quality standards.
• Partner closely with internal project managers, onboarding specialists, and leadership teams.
• Own project plans, deliverables, timelines, and ongoing client communications.
• Drive accountability across cross‑functional teams to ensure accurate and complete onboarding requirements.
• Provide guidance and review work completed by less experienced team members; act as a subject matter expert.
• Identify process improvement opportunities and recommend enhancements to onboarding workflows.
• Resolve difficult and sometimes complex onboarding issues independently.
• Perform other related duties as assigned.

Benefits

• Competitive compensation and comprehensive benefits package.
• Opportunities for career growth within retirement onboarding, conversions, and project leadership paths.
• A collaborative environment that values ownership, expertise, and continuous improvement.
• Exposure to high‑visibility onboarding projects supporting major retirement plan clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees