Associate Specialist, BPS Operations Processing

FIS; Brown Deer (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Opportunities to impact fintech

Personal and professional learning

Inclusive work environment

Resources to give back to community

Competitive salary and benefits

Job summary

FIS in Brown Deer, Wisconsin is looking for an Associate Specialist in BPS Operations Processing. In this role, you will oversee transfer processing and ensure accuracy in compliance with service level agreements. Strong analytical skills are essential, along with a bachelor's degree in business or a related field.

FIS offers a diverse work environment, opportunities for personal growth, and a competitive salary with benefits.

Qualifications

• Extensive knowledge of FIS and industry tools related to asset movement.
• Ability to analyze and solve problems using learned techniques.
• Good communication skills with both clients and technical staff.

Responsibilities

• Oversee and review work performed by Transfer processors.
• Initiate, review, and track account transfers between broker-dealers.
• Investigate and resolve ACATS rejects and account discrepancies.

Skills

Analytical skills

Problem-solving skills

Human relations skills

Negotiation skills

Attention to detail

Team skills

Education

Bachelor's degree in business or related field

Job description

Position Type

Full time

Type Of Hire

Experienced (relevant combo of work and education)

Job Title

Associate Specialist, BPS Operations Processing

Intro

At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?

About the Role

As a BPS Operations Associate, you will be responsible for oversight and review of work performed by Transfer processors, working closely with our clients as they move assets/accounts to and from FIS custody. You will examine data files, processes, forms, reports and operational needs of our customers, communicating professionally throughout the life cycle of a transfer.

What You Will Be Doing

• Develops understanding of and defines client products and services through information gathering sessions to determine how FIS systems must be established to meet client needs.
• Oversight: Perform oversight of operational work performed by processors to ensure accuracy and timeliness in accordance with established service level agreements.
• Transfer Processing: Initiate, review, and track client account transfers (inbound and outbound) between broker‑dealers using ACATS and other industry tools.
• Mutual Fund Re‑registration: Submit required re‑registration instructions and coordinate directly with delivering and receiving fund companies to liquidate or re‑register mutual fund shares.
• Reconciliation & Reporting: Review daily settlement reports, verify asset valuations, and monitor delivery/receipt deadlines to minimize manual operational risk.
• Exception Handling: Investigate and resolve ACATS rejects, mutual fund registration errors, and account discrepancies by communicating with internal teams, contra‑firms, and fund providers.
• May develop new procedures with client to ensure FIS software is used appropriately.
• Throughout transfer lifecycle, provides expertise to answer questions and guide clients in the use of the system.
• Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures.
• Other related duties assigned as needed.

Required Qualifications

• Extensive knowledge of FIS and industry tools related to movement of assets and cash between depositories, custodians and Fund companies.
• Strong analytical and problem‑solving skills as well as excellent human relations, negotiation and documentation skills.
• Ability to handle project commensurate with job expectations.
• Ability to analyze and solve problems using learned techniques and tools.
• Requires high attention to detail.
• Positions involving data mapping require strong analytical and technical skills.
• Ability to translate client requirements to technical specifications and communicate to technical staff.
• Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally.
• Flexibility, versatility, dependability.
• A bachelor’s degree in business or a related field or the equivalent experience.

What We Offer you

• 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

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here