Representative II, BPS Operations Processing
Job Description
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
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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
- Bachelor's degree or equivalent combination of education, training, and relevant work experience
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
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
EEOC Statement
Sourcing Model
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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