Job Description
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 are ready to start learning, growing, and making an impact with a career in fintech, we would like to know: Are you FIS?
Schedule
Fully on-site. Hiring for one location. 201 17th Street NW, Suite 900 Atlanta, GA 30363/4900 West Brown Deer Road Brown Deer, WI 53223
Full-time. Monday-Friday 8am-5pm
What You Will Be Doing
Process account closing related account maintenance, fee processing, cash and asset distribution and statement processing accurately and timely
Manage end-to-end operational workflows from intake through review, validation, processing, completion, and client communication
Support account closing activities and administrative processes that may span multiple phases and stakeholders
Communicate with clients daily to gather information, provide updates, and resolve operational inquiries
Coordinate with onshore and offshore teams to ensure service requests are completed efficiently
Review documentation for completeness, accuracy, and compliance with established procedures
Identify process improvement opportunities and actively incorporate feedback to enhance the client experience
What We Need from You
Bachelor’s degree or equivalent combination of education, training, and relevant work experience•
Experience on the TrustDesk Trust Accounting Platform
Ability to manage multiple priorities and maintain accuracy in a high-volume environment
Strong time management, organizational, and workload prioritization skills
Experience working with account processing, account maintenance, or account closure activities
Knowledge of operational documentation standards and transaction processing controls
Experience communicating professionally with clients and business partners by phone and email
Understanding of asset transfers, cash movement processes, and account servicing activities
Bachelor’s degree or equivalent combination of education, training, and relevant work experience
Preferred Qualifications
• Experience in wealth management, private banking, retail banking, or financial services operations
• Familiarity with full-cycle operational reviews and client service workflows
• Experience supporting multiple client relationships with varying service requirements
• Demonstrated ability to collaborate effectively across onshore and offshore teams
• Continuous improvement mindset with a willingness to receive and apply feedback
What We Offer You
At FIS, we hire the best—and in return, we offer a stable and supportive environment with opportunities to grow.
Competitive pay and comprehensive benefits
Career growth and development opportunities within a global fintech organization
Training and support to build skills and advance within production and operations roles
A collaborative, inclusive workplace culture
Tools and resources to support work‑life balance and long‑term success
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…