BPS Client Service & Support Representative Sr Lead

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing, and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the Role:

As a BPS Client Service & Support Representative Sr Lead, you will manage key client relationships and oversee complex collateral administration activities for CLO and structured finance portfolios. You will ensure accurate service delivery, drive operational excellence, manage risk, and serve as a subject matter expert supporting both clients and internal teams.

What you will be doing:

As primary point of contact, deliver high levels of service and relationship management for assigned institutional outsourcing clients in support of Trust business objectives.

Core Client Responsibilities

• Serve as a primary point of contact for assigned CLO and structured finance clients.

• Build and maintain strong relationships with portfolio managers, trustees, auditors, rating agencies, and other stakeholders.

• Manage client communications, escalations, and service delivery expectations.

• Coordinate resolution of operational issues and ensure timely follow-up on client inquiries.

• Participate in client review meetings and support client retention initiatives.

Collateral Administration Responsibilities

• Oversee monthly and periodic CLO compliance reporting.

• Review trustee reports, compliance tests, waterfall calculations, and portfolio data.

• Support deal lifecycle events including:

  • New issue closings

  • Refinancings and resets

  • Optional redemptions

  • Warehouses and pre-closing activity

  • Restructurings and workout events

• Ensure accurate processing of cashflows, priority of payments, and transaction activity.

• Liaise with trustees, administrators, and internal operations teams to resolve data discrepancies.

Risk & Quality Oversight

• Review deliverables for accuracy and completeness.

• Identify operational risks and recommend corrective actions.

• Escalate material client, compliance, or processing issues appropriately.

• Ensure adherence to internal controls, procedures, and client service standards.

Knowledge & Experience Expectations

• Working with minimal supervision.

• Handling highly complex assignments.

• Exercising broad independent judgment.

• Serving as an expert resource to peers.

• Leading projects and providing guidance to less experienced colleagues.

 Operational Leadership

• Act as an SME for CLO collateral administration processes and systems.

• Mentor and support junior team members.

• Lead complex projects and process improvement initiatives.

• Assist with client onboarding and service transitions.

What you bring:

• Bachelor’s degree in business, Finance, or a related field, or equivalent experience.

• Experience in trust, securities, operations, or a related financial services environment.

• Strong client service and relationship management skills.

• Excellent written, verbal, and presentation communication skills.

• Strong organizational, leadership, decision-making, and problem-solving abilities.

• Ability to work independently and collaboratively.

• Proficiency in Microsoft Office and familiarity with business systems.

• Ability to build effective relationships with clients, colleagues, and senior stakeholders.

• Proven ability to manage complex assignments, exercise sound judgment, and provide guidance to others.

What We Offer you:

At FIS, you can grow your career as far as you want to take it. Here’s what else we offer:

• Opportunities to make an impact in fintech.

• Personal and professional learning.

• Inclusive, diverse work environment.

• Resources to give back to your community.

• Competitive salary and benefit.

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.

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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