Representative Senior, BPS Client & Product Onboarding at FIS

Are you a retirement industry expert with a knack for project management and a passion for client satisfaction? FIS is seeking a highly motivated and experienced Representative Senior to join our BPS Client & Product Onboarding team! In this role, you'll be at the forefront of seamlessly transitioning new retirement plan clients to FIS, ensuring a smooth and successful onboarding experience.

Role Overview

As a Representative Senior, you will manage onboarding and conversion projects for new retirement plan clients. You'll serve as the primary client-facing partner, engaging with advisors, plan sponsors, and other recordkeepers to facilitate a smooth transition. Leading multiple projects concurrently, you'll work closely with internal project managers, leadership, and onboarding specialists to meet deadlines and uphold quality standards. Your responsibilities include overseeing project plans, deliverables, timelines, and communications, as well as driving accountability across cross-functional teams. You will also provide guidance and review work for less experienced team members, acting as a subject matter expert on onboarding best practices.

A Day in the Life

Your day as a Representative Senior might involve:

• Leading client calls to kick off new onboarding projects and establish project timelines.
• Developing and maintaining comprehensive project plans, outlining key milestones and deliverables.
• Collaborating with internal teams, such as recordkeeping, compliance, and IT, to ensure all onboarding requirements are met.
• Providing regular updates to clients and stakeholders on project progress.
• Identifying and resolving potential roadblocks to ensure projects stay on track.
• Mentoring junior team members and sharing your expertise on onboarding best practices.
• Identifying opportunities to improve onboarding processes and enhance client satisfaction.

Why [Location]?

FIS has a strong presence in [City, State], offering a vibrant work environment with access to diverse cultural experiences, recreational activities, and professional opportunities. [Tailor this section to each location, highlighting the benefits of living and working in that specific city. Mention cost of living, local attractions, and the presence of other FIS offices].

Career Path

This role provides a solid foundation for career advancement within FIS. You can grow within retirement onboarding, conversions, and project leadership tracks. Opportunities may include:

• Project Manager: Lead larger and more complex onboarding projects.
• Onboarding Manager: Oversee a team of onboarding specialists and manage the overall onboarding process.
• Client Relationship Manager: Develop and maintain long-term relationships with key clients.
• Product Manager: Contribute to the development and enhancement of FIS's retirement plan products and services.

Salary & Benefits

FIS offers a competitive salary and comprehensive benefits package. The estimated salary range for this position is $85,000 - $130,000 per year, depending on experience and qualifications. Benefits include:

• Health, dental, and vision insurance
• Paid time off for vacation, sick leave, and holidays
• Employee stock purchase plan
• 401(k) retirement savings plan with company match
• Life insurance and disability coverage
• Employee assistance program (EAP)
• Wellness programs and resources

FIS Culture

At FIS, we foster a collaborative and inclusive work environment where employees are empowered to innovate and make a difference. We value expertise, ownership, and continuous improvement. We are committed to providing our employees with opportunities for professional growth and development. FIS is also dedicated to giving back to the community through volunteer activities and charitable donations.

How to Apply

If you are a retirement industry professional with a passion for client onboarding and a desire to join a dynamic and growing company, we encourage you to apply! Submit your resume and cover letter through the FIS careers website.

FAQ

1. What is the typical onboarding timeline for new retirement plan clients? The onboarding timeline varies depending on the complexity of the client's plan, but typically ranges from 3 to 6 months.
2. What is the role of the Representative Senior in the onboarding process? The Representative Senior serves as the primary point of contact for the client and is responsible for managing the overall onboarding process.
3. What are the key challenges in onboarding new retirement plan clients? Key challenges include coordinating across multiple teams, managing complex data migrations, and ensuring compliance with regulatory requirements.
4. What skills are most important for success in this role? Important skills include project management, communication, problem-solving, and retirement industry knowledge.
5. What training and development opportunities are available at FIS? FIS offers a variety of training and development programs, including online courses, workshops, and conferences.
6. What is the work-life balance like at FIS? FIS is committed to providing employees with a healthy work-life balance.
7. What is the company culture like at FIS? FIS fosters a collaborative and inclusive work environment where employees are empowered to innovate and make a difference.
8. What are the opportunities for career advancement at FIS? FIS offers a variety of career paths, including opportunities in project management, client relationship management, and product management.
9. What is FIS's commitment to diversity and inclusion? FIS is committed to creating a diverse and inclusive workplace where all employees feel valued and respected.
10. How does FIS support employee well-being? FIS offers a variety of wellness programs and resources to promote employee health and well-being.