Representative II, BPS Operations Processing

Overview

Representative II in the Client Payments team of FIS's BPS Operations Processing, supporting back-office outsourcing services to stockbrokers and wealth managers in the UK and Europe.

What you'll do

• Process payments accurately and on time using BACS, CHAPS and journals, completing the critical task within the stipulated timeline.
• Perform tasks to ensure compliance with work group and client-specific procedures and adherence to service level agreements.
• Perform customer and account maintenance per reports, client workflow solution, postal mail or direct instruction from immediate supervisor.
• Direct all work requests from sources outside the department to immediate supervisor for consideration and approval.
• Answer incoming telephone calls and direct calls to the appropriate resource for resolution; escalate unresolved issues according to the work group's escalation guidelines.
• Work with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.
• Assist in tracking, compiling and completing reports as assigned.
• Make recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.
• Mentor and guide junior Account Services Specialists and/or proactively assist in production issues and questions.
• Maintain up-to-date procedure manuals and write drafts for changes to procedures.
• Research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.

What you'll need

• 7+ years' experience in a similar role or relevant experience.
• Working knowledge of all types of investment assets, including but not limited to equities, fixed income, mutual funds, alternatives, derivatives, foreign securities, exchange-traded funds etc.
• Exposure to audits (internal and external) and a strong understanding of the Risk and Control framework.
• Establish strong relationships with onshore counterparts and be capable of handling client queries and issues.
• Work closely with the team to identify process needs, put strong controls in place, and identify gaps in process; ensure all SLAs are met.
• Raise any issues related to process, people and others to line management on an urgent basis with possible solutions.
• Be proactive in discovering opportunities in existing business by gaining efficiency and automating processes.
• Masters/bachelor's degree in accounting, business management/administration or related field of study.
• Excellent oral and written communication and articulation skills.
• Time management and prioritization skills.
• Strong interpersonal skills, customer orientation and an unwavering commitment to service quality.
• Strong research and analytical skills and attention to detail.
• Collaborative: collaborate with different groups and complete assigned tasks.
• Organized approach: manage and adapt priorities according to client and business requirements.
• Team player: be part of a global team.
• Well versed with MS Office applications (Word, Excel, PowerPoint, Teams, etc.).
• Dependable, with a willingness to work stretched hours if required.

Nice to have

• Knowledge of the Global Plus system.
• CISI-IOC certified.

Details

• Location: Pune, India.
• Willingness to work stretched hours if required.