Associate Specialist, BPS Operations Processing

FIS; United States; Remote; USD 60.000 - 80.000; Vollzeit

Zusammenfassung

FIS Remote is seeking an Associate Specialist in BPS Operations Processing to oversee transfer processing and partner with clients on asset movements. You will supervise data flows, ensure timely transfers, and coordinate with broker-dealers and fund companies to meet service levels.

The role emphasizes strong analytical skills, attention to detail, and the ability to translate client requirements into technical specifications while maintaining excellent client relationships.

Qualifikationen

• Extensive knowledge of FIS and industry tools for moving assets and cash between depositories, custodians and fund companies.
• Strong analytical and problem-solving skills, plus solid documentation abilities.
• Ability to manage projects and meet client expectations.
• Ability to analyze problems using learned techniques and tools.
• Requires high attention to detail.
• Data mapping requires strong analytical and technical skills.
• Ability to translate client requirements into technical specifications and communicate to technical staff.
• Team-oriented with strong relationship-building abilities.
• Flexibility, versatility and dependability.

Aufgaben

• Defines client products and services through information gathering to determine system setup.
• Oversees operational work to ensure accuracy and timeliness per SLAs.
• Initiates and tracks client account transfers using ACATS and other tools.
• Manages mutual fund re-registration with issuing fund companies.
• Reviews settlement reports, verifies asset valuations and deadlines.
• Investigates and resolves ACATS rejects and registration errors.
• May develop new procedures with clients to ensure proper use of FIS software.
• Provides guidance to clients during the transfer life cycle.
• Delivers train-the-trainer sessions for internal or external customers on changes or new procedures.
• Performs other duties as needed.

Kenntnisse

Asset movement tools

Analytical skills

Communication skills

Project management

Analytical thinking

Attention to detail

Data mapping

Requirements translation

Teamwork

Adaptability

Jobbeschreibung

Remote

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 be responsible for oversight and review of work performed by Transfer processors, working closely with our clients as 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