BPS Transfers & Client Services Specialist

FIS Management Services LLC; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

FIS is seeking an Associate Specialist, BPS Operations Processing to oversee transfer processing and ensure accuracy while supporting clients moving assets between broker-dealers using ACATS. You will analyze data, engage with fund companies, and help minimize risk across the transfer lifecycle.

Successful candidates will demonstrate strong analytical, communication, and teamwork skills, plus attention to detail and the ability to translate client needs into technical actions.

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 in business or a related field or the 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) 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.

Skills

FIS knowledge

Analytical skills

Communication skills

Attention to detail

Teamwork

Documentation skills

Project management

Client relations

Technical staff communication

Education

Bachelor’s degree in business or related field

Tools

ACATS

Industry tools

Job description

FIS is seeking an Associate Specialist, BPS Operations Processing to oversee transfer processing and ensure accuracy while supporting clients moving assets between broker-dealers using ACATS. You will analyze data, engage with fund companies, and help minimize risk across the transfer lifecycle.

Successful candidates will demonstrate strong analytical, communication, and teamwork skills, plus attention to detail and the ability to translate client needs into technical actions.