BPS Operations Associate — Transfers & Client Support

FIS

Atlanta (GA)

On-site

USD 48,000 - 60,000

Full time

6 days ago

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Job summary

FIS is seeking an Associate Specialist in BPS Operations Processing in Atlanta to oversee and review transfer work, coordinate with clients, and ensure timely completion under SLAs. You will handle inbound/outbound transfers, mutual fund re-registrations, and daily settlement reviews, while guiding clients on system usage and procedures.

The role requires strong analytical skills, attention to detail, and the ability to translate client requirements into technical specs.

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 projects commensurate with job expectations.
Ability to analyze and solve problems using learned techniques and tools.
Requires high attention to detail.
Team skills and ability to maintain internal and external relationships.
Bachelor's degree in business or a related field or equivalent experience.

Responsibilities

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.