Wealth Ops Processing Specialist II (On-site)

FIS; Atlanta (GA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Career growth opportunities

Training and support to build skills

Collaborative, inclusive workplace

Work-life balance resources

Job summary

FIS, a global fintech leader, is seeking detail-oriented professionals for on-site Account Operations in Atlanta. You'll handle end-to-end account closures, maintenance, and cash movements, ensuring accurate processing and compliant documentation.

Join a collaborative team, coordinate with onshore and offshore colleagues, and drive continuous process improvements while delivering exceptional client service in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent combination of education, training, and relevant work experience required.
• Experience on the TrustDesk Trust Accounting Platform preferred.
• Ability to manage multiple priorities and maintain accuracy in a high-volume environment.
• Strong time management, organizational, and workload prioritization skills.
• Experience with account processing, maintenance, or closure activities.
• Knowledge of operational documentation standards and transaction processing controls.
• Experience communicating professionally with clients and partners by phone and email.
• Understanding of asset transfers, cash movement, and account servicing activities.

Responsibilities

• Process account closing related account maintenance, fee processing, cash and asset distribution and statement processing accurately and timely.
• Manage end-to-end operational workflows from intake through review, validation, processing, completion, and client communication.
• Support account closing activities and administrative processes that may span multiple phases and stakeholders.
• Communicate with clients daily to gather information, provide updates, and resolve operational inquiries.
• Coordinate with onshore and offshore teams to ensure service requests are completed efficiently.
• Review documentation for completeness, accuracy, and compliance with established procedures.
• Identify process improvement opportunities and actively incorporate feedback to enhance the client experience.

Skills

Multitasking

Time management

Client communication (phone & email)

Operational rigor

Education

Bachelor's degree or equivalent

Tools

TrustDesk Trust Accounting Platform

Job description

FIS, a global fintech leader, is seeking detail-oriented professionals for on-site Account Operations in Atlanta. You'll handle end-to-end account closures, maintenance, and cash movements, ensuring accurate processing and compliant documentation.

Join a collaborative team, coordinate with onshore and offshore colleagues, and drive continuous process improvements while delivering exceptional client service in a fast-paced environment.