Lead Representative, BPS Client Service, Support

FIS

. Represent FIS and BPS Outsourcing Operations in client and vendor meetings during custody conversion events .

Posted 10/14/2026full-timeWisconsin • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and data analysis within the securities industry, with a strong ability to translate client requirements into technical specifications. Proficient in managing asset movements and reconciliation processes while ensuring effective communication and collaboration with stakeholders.

Highest-signal resume keywords

Project ManagementData AnalysisSecurities Industry KnowledgeMS ExcelLean/Six Sigma/PMP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data MappingReconciliationProblem SolvingDocumentationAsset Movement Analysis

Soft Skills

CommunicationNegotiationAttention to DetailTeam CollaborationFlexibility

Tools & Technologies

CoPilotAgentic AIPower BIMS AccessMS ProjectTrustDeskAddVantage

Certifications & Qualifications

Lean CertificationSix Sigma CertificationPMP Certification

Industry Keywords

Custody ConversionSecuritiesDepositoriesDTCCNSCCBNYMFinancial Institution

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Represent FIS and BPS Outsourcing Operations in client and vendor meetings during custody conversion events
Create and manage project plans for client custody movement events and direct internal and external parties
Manage project tasks according to established plans
Coordinate and reconcile securities, cash, and other asset movements between custodians and depositories including DTCC, NSCC, and BNYM
Examine customer data files, processes, forms, reports, and operational needs
Conduct data analysis, product mapping, and client interviews to assess software requirements
Create data maps and transaction workflow documents specifying field conversions
Communicate with mutual fund companies and custodians to ensure correct trading and asset movements
Coordinate and conduct readiness reviews, including test scripts, training, procedures, system setup, reports, and conversion data validation
Manage daily reconciliation reports and resolve position and cash breaks
Analyze complex holdings data and translate it into formats for internal and external audiences
Document post-conversion software behavior, processes, forms, and reports
Develop new procedures with clients when needed
Provide system expertise and guide clients throughout projects
Act as an on-site resource during conversion, troubleshoot issues, support new procedures, conduct last-minute training, and provide conversion-week support
Review conversion results, system and general-ledger balancing, and errors; obtain client sign-off
Coordinate post-conversion maintenance, including error resolution, system or data changes, and balancing adjustments
Work with programmers, clients, and other stakeholders to refine data mapping through mock implementations, testing, and validation
Assess software customization requirements with programming teams
Perform other related duties as assigned

Requirements

What you’ll need

Bachelor’s degree in business or related field, or equivalent combination of education, training, or work experience
Ability to translate client requirements to technical specifications and explain these concepts to customer groups
Strong analytical, problem-solving, human relations, negotiation, and documentation skills
Ability to solve complex problems in a fast-paced environment
Clear, concise, and professional verbal and written communication
Fundamental understanding of the securities industry
Intermediate to advanced MS Excel skills
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
Ability to analyze complex data and reach logical conclusions based on empirical evidence
Ability to translate client requirements to technical specifications and communicate to technical staff
Team skills and ability to establish and maintain effective internal and external working relationships
Flexibility, versatility, and dependability
Lean/Six Sigma/PMP certification, accounting experience, reconciliation experience in a large financial institution, CoPilot, Agentic AI, Power BI, MS Access, or MS Project are additional bonuses or preferred qualifications
Previous experience with asset movement, TrustDesk, AddVantage, and bank reconciliation preferred

Benefits

Comp & perks

Full-time employment
Equal opportunity employer
Drug test required after a conditional offer for positions located in the US
Reasonable accommodation requests reviewed case-by-case