Representative Senior, BPS Client & Product Onboarding
FIS, Jacksonville, FL, United States
Type of Hire
Experienced (relevant combo of work and education)
Position Type Full time
Job Description Representative III, BPS Client & Product Onboarding – Experienced individual contributor in BPS Client & Product Onboarding, accountable for quality delivery and continuous improvement. Core strengths: Communication, Customer Service, Problem Solving.
What You Will Be Doing
Manage onboarding and conversion projects for new retirement plan clients
Serve as a primary client‑facing partner, engaging with advisors, plan sponsors, and external recordkeepers
Lead multiple onboarding projects concurrently while meeting delivery timelines and quality standards
Partner closely with internal project managers, onboarding specialists, and leadership teams
Own project plans, deliverables, timelines, and ongoing client communications
Drive accountability across cross‑functional teams to ensure accurate and complete onboarding requirements
Provide guidance and review work completed by less experienced team members; act as a subject matter expert
Identify process improvement opportunities and recommend enhancements to onboarding workflows
Resolve difficult and sometimes complex onboarding issues independently
Perform other related duties as assigned
What You Bring
Retirement industry experience required, including new business onboarding, conversions, rollovers, or recordkeeping‑related work
Proven project management experience, including management of multiple concurrent initiatives
Strong client‑facing experience with advisors, plan sponsors, and external partners
Experience working with major retirement plan recordkeepers
Excellent problem‑solving skills with the ability to navigate complex issues
Ability to work independently with limited supervision
Strong organizational skills, attention to detail, and ability to manage deadlines effectively
Strong written and verbal communication skills
Ability to influence others regarding policies, procedures, and best practices
Demonstrated ability to provide guidance and review the work of less experienced professionals
What We Offer You
Competitive compensation and comprehensive benefits package
Opportunities for career growth within retirement onboarding, conversions, and project leadership paths
A collaborative environment that values ownership, expertise, and continuous improvement
Exposure to high‑visibility onboarding projects supporting major retirement plan clients
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.
EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here. For positions located in the US, the following conditions apply: if you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer – In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.
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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Position Type Full time
Job Description Representative III, BPS Client & Product Onboarding – Experienced individual contributor in BPS Client & Product Onboarding, accountable for quality delivery and continuous improvement. Core strengths: Communication, Customer Service, Problem Solving.
What You Will Be Doing
Manage onboarding and conversion projects for new retirement plan clients
Serve as a primary client‑facing partner, engaging with advisors, plan sponsors, and external recordkeepers
Lead multiple onboarding projects concurrently while meeting delivery timelines and quality standards
Partner closely with internal project managers, onboarding specialists, and leadership teams
Own project plans, deliverables, timelines, and ongoing client communications
Drive accountability across cross‑functional teams to ensure accurate and complete onboarding requirements
Provide guidance and review work completed by less experienced team members; act as a subject matter expert
Identify process improvement opportunities and recommend enhancements to onboarding workflows
Resolve difficult and sometimes complex onboarding issues independently
Perform other related duties as assigned
What You Bring
Retirement industry experience required, including new business onboarding, conversions, rollovers, or recordkeeping‑related work
Proven project management experience, including management of multiple concurrent initiatives
Strong client‑facing experience with advisors, plan sponsors, and external partners
Experience working with major retirement plan recordkeepers
Excellent problem‑solving skills with the ability to navigate complex issues
Ability to work independently with limited supervision
Strong organizational skills, attention to detail, and ability to manage deadlines effectively
Strong written and verbal communication skills
Ability to influence others regarding policies, procedures, and best practices
Demonstrated ability to provide guidance and review the work of less experienced professionals
What We Offer You
Competitive compensation and comprehensive benefits package
Opportunities for career growth within retirement onboarding, conversions, and project leadership paths
A collaborative environment that values ownership, expertise, and continuous improvement
Exposure to high‑visibility onboarding projects supporting major retirement plan clients
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.
EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here. For positions located in the US, the following conditions apply: if you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer – In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.
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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