Representative II, BPS Operations Processing (Fintech)

Location: Fully on-site in Atlanta, Georgia, or Brown Deer, Wisconsin, United States. Full-time, Monday–Friday, 8:00 a.m.–5:00 p.m.

Company

Global fintech organization providing technology and solutions that support financial services, clients, colleagues, and communities.

What you will do

• Process account-closing maintenance, fee processing, cash and asset distributions, and statement processing accurately and on time.
• Manage operational workflows from intake through review, validation, processing, completion, and client communication.
• Support account-closing and administrative activities across multiple phases and stakeholders.
• Communicate with clients daily to gather information, provide updates, and resolve operational inquiries.
• Coordinate with onshore and offshore teams and review documentation for completeness, accuracy, and compliance.
• Identify process improvements and apply feedback to enhance the client experience.

Requirements

• Bachelor’s degree or equivalent combination of education, training, and relevant work experience.
• Experience with the TrustDesk Trust Accounting Platform.
• Experience with account processing, account maintenance, or account closure activities.
• Knowledge of operational documentation standards and transaction processing controls.
• Understanding of asset transfers, cash movement processes, and account servicing activities.
• Ability to manage multiple priorities and maintain accuracy in a high-volume environment.
• Strong time management, organizational, and workload prioritization skills.
• Professional client and business-partner communication by phone and email.

Nice to have

• 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.
• Experience collaborating effectively across onshore and offshore teams.
• Continuous improvement mindset and willingness to receive and apply feedback.

Culture & Benefits

• Competitive pay and comprehensive benefits.
• Career growth and development opportunities within a global fintech organization.
• Training and support for building skills and advancing within production and operations roles.
• Collaborative and inclusive workplace culture.
• Tools and resources supporting work-life balance and long-term success.
• Conditional offers for positions located in the United States require a drug test.