Representative Lead, BPS Client Service & Support

FIS Management Services LLC; Milwaukee (WI); On-site; USD 85,000 - 125,000; Full time

Job summary

FIS is seeking an onboarding project lead to represent the organization in client and vendor meetings during custody conversion events. You will create and manage project plans, coordinate data mapping, and supervise asset movements between custodians.

You will analyze data, map transactions, prepare test scripts, and guide clients through the conversion process. Strong Excel, Power BI, and data-analysis skills are essential.

Qualifications

• Bachelor’s degree in business or related field.
• Strong analytical and problem-solving skills.
• Ability to translate client requirements to technical specifications.
• Experience with securities industry preferred.

Responsibilities

• Create data maps and transaction workflow documents showing how each field will be converted.
• Coordinate and reconcile movement of securities, cash and other assets between custodians.
• Conduct readiness reviews and guide customer testing, training, and data setup during conversion.
• Provide on-site support during the conversion week and post-conversion maintenance when needed.

Skills

Data analysis

Data mapping

Client interviews

MS Excel

Power BI

MS Access

Communication

Project coordination

Teamwork

Education

Bachelor’s degree in business or related field

Tools

TrustDesk

AddVantage

MS Project

Job description

Job Description Represent FIS and BPS Outsourcing Operations in client and vendor meetings as part of custody conversion events to and from the organization. Create and manage project plans for client custody movement events, directing parties within and outside of organization. Manage project tasks according to established plan. Coordinate and reconcile movement of securities, cash and other asset types between custodians at respective depositories (DTCC, NSCC, BNYM), as part of client onboarding and offboarding events. Examine data files, processes, forms, reports and operational needs of customers and complete data mapping and transaction workflow documents as the basis for conversion to FIS systems.

What you will be doing:

• Conducting data analysis, product mapping and client interviews to assess data requirements for software utilization.
• Creating data maps and transaction workflow documents that show exactly how every field will be converted.
• Communicating with Mutual Fund companies and custodians to ensure trading and asset movements are done correctly.
• Coordinating and conducting readiness reviews to ensure conversion is proceeding correctly.
• Managing daily reconciliation reports to resolve position and cash breaks in a timely manner.
• Examine large volumes of complex holdings data and translate into formats easily consumed by internal and external audiences.
• Examines client processes, forms and reports, determines operational needs and documents what software will do and all related processes, forms, reports, etc. to be used after conversion is complete.
• May develop new procedures with client to ensure FIS software is used appropriately.
• Coordinates and conducts readiness review. This includes directing the customer in the preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports. The readiness review process ensures the customer training and procedures, the system, and the conversion data are correct and ready for actual conversion.
• Communicates with Mutual Fund representatives and others in the Securities Industry to maintain relationships and prepare for asset movement.
• Throughout project, provides expertise to answer questions and guide clients in the use of the system.
• Acts as an on-site resource during conversion and answers questions, troubleshoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week.
• Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated General Ledger accounts, errors with the customer and obtains client sign-off. Coordinates and directs the completion of post-conversion maintenance potentially including error resolution, system or data changes and balancing adjustments.
• Participates in creation of data maps and transaction workflow documents showing exactly how every field of information will be converted. Data mapping forms the technical specification for the conversion. Works with programmers, clients and others as appropriate to ensure successful conversion.
• Refines mapping through mock implementations, testing and validation.
• Through data analysis, product mapping and interviews, gathers forms and data files from customer and assesses requirements for software utilization and discusses any software customization requirements with programming team.
• Other related duties assigned as needed.

EDUCATION REQUIREMENTS

Bachelor’s degree in business or related field or the equivalent combination of education, training, or work experience.

What you will need:

• The ability to translate client requirements to technical specifications and then explain these concepts to customer groups.
• Strong analytical and problem-solving skills as well as excellent human relations, negotiation and documentation skills.
• Ability to solve complex problems in a fast-paced environment.
• Communicates ideas both verbally and in written form in a clear, concise and professional manner to internal and external parties.
• Fundamental understanding of securities industry required, and previous experience with asset movement preferred.
• Experience with TrustDesk and AddVantage preferred.
• Intermediate to advanced skills with MS Excel required. Power BI, MS Access skills considered a plus.
• Ability to facilitate project meetings and hold others accountable for deliverables.
• Ability to analyze and solve problems using learned techniques and tools.
• Strong attention to detail is a must.
• Ability to analyze complex data and come to logical conclusions based on empirical evidence.
• Previous experience with bank reconciliation preferred.
• 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.

Added bonus if you have:

• Lean/Six Sigma/PMP certification.
• Accounting experience or experience with reconciliation in a large financial institution.
• CoPilot; Agentic AI; Power BI; MS Access; MS Project

About the team:

You will be part of a cross-functional team that supports multiple sites, multiple lines of business, and multiple FIS systems. The Operations Client Onboarding Team understands all Operational processing areas and guides teams through milestones in client onboarding and offboarding events, while holding them accountable for key deliverables in a fast-paced environment.

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

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 For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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