Senior Lead Analyst

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS

About the role:.

Act as the primary liaison for the service side of the client relationship including responsibility for relationship management and accounting/investment related service delivery for one or more assigned clients strategic to the Enterprise. As an Account Manager, you will be responsible for ensuring excellent and consistent rapport with FIS clients. You will act as the primary liaison for the service side of the client relationship, including ongoing relationship management, escalations, project oversight and service delivery.

About the team:

The Investments BPaaS team provides accounting and reconciliation services for Insurance companies, in accordance to the rules and regulations laid out by the NAIC (U.S. regulatory body for Insurance). The services include transaction posting and portfolio maintenance, Cash and Asset Reconciliation and report generation based on NAIC regulations or specific client requirements.

What you will be doing:

Ensure a positive and consistent relationship for one or more assigned clients

Serve as primary point of contact to support problem resolution and ensure client retention

Develop strong working relationships with assigned clients and FIS resources

Coordinate with clients, relationship managers and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts

As primary liaison, is responsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process.

Responsible for client satisfaction, maintaining client communication, overall management of the relationship and client retention activities.

Answers customer inquiries, primarily over the telephone, e-mail, Teams.

Develops strong working relationships with assigned clients and FIS resources.

Serves as primary point of contact for external clients and various departments/divisions to resolve outstanding issues, comply with customer requests and respond to client inquiries

Provides support in research and resolution of problems and inquiries.

Interfaces with clients to determine present and future needs and discusses progress toward solutions.

Coordinates with clients, relationship managers and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.

May prepare monthly and quarterly departmental reports.

Review client's investment portfolio and accounting records.

Provide client with accounting and compliance reports periodically.

Keeps abreast of new products/services and changes to existing products/services.

Maintains comprehensive knowledge of applicable products, services and company policies and procedures.

Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager.

May participate in business reviews to learn about clients strategic direction as well as gain a good understanding of the products and/or services FIS is offering.

Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments.

Responsible for tracking and coordinating the resolution of customer concerns raised during installation, operation, maintenance or product application or compatibility matters.

Responsible for client satisfaction, maintaining client communication, the overall management of the client relationship and client retention activities.

Recreates client issues in test environment

Interpersonal skills and technical product knowledge and expertise are critical to responding to daily Client-centric activities.

Manages and communicates expectations internally and externally.

Manages the service component of the client relationship.

Educates clients on various FIS processes and procedures assisting with awareness, navigation and self-help

Conducts regularly scheduled status calls with client to discuss important key service topics, to review projects in clients queue and to discuss available service offerings.

Reviews invoices, conducts periodic billing reviews, ensures credits, write-offs and payments are properly applied, works with assigned clients, manages director/relationship manager or billing team to resolve billing

Provides oversight on commitment requests including setting up commitment in system, participating in project kick-offs to ensure understanding of project expectations and scope, ensures proper resources are assigned, monitors target dates and ensures billing is accurate and on time.

Will need to work from the FIS office.

What you will need:

Bachelor's/Master's degree in business with a concentration in accounting, finance or related discipline or the equivalent combination of education, training, or work experience (6+ years).

Communicates ideas both verbally and in written form in a clear, concise, and professional manner

Ability to understand and apply concepts

Ability to handle projects commensurate with job expectations

Ability to analyze and solve problems using learned techniques and tools

Understanding of Accounting concepts (GAAP, etc)

Knowledge of investments and the accounting of those investments

Worked with Corporate Actions and Stocks/Bonds and other security instruments

Skills, including the ability to establish and maintain effective working relationships both internally as well as externally

Flexibility, versatility, dependability

Prior banking or finance related experiences a plus; personal banking experience preferred

Organizational and time management skills required

Strong problem solving skills

Excellent customer service skills that build high levels of customer satisfaction for internal and external clients

Is resourceful and proactive in gathering information and sharing ideas

Ability to work both independently and in a team environment

Some flexibility of hours is required

Added bonus if you have:

• Outstanding verbal and written communication skills to technical and non-technical audiences of various levels in the organization, e.g., executive, management, individual contributors
• Excellent analytical, decision-making, problem-solving, team and time management skills
• Ability to persuade and influence others on the best approach to take
• Ability to estimate work effort for project sub-plans or small projects and ensure the project is successfully completed
• Insurance accounting experience
• Investment accounting experience

What we offer you:

At FIS, you can learn, grow and make an impact in your career.

• Extensive Health Benefits Program along with the Family Protection Plan
• Best-in-class career mobility options across the globe
• Award-winning learning offerings for career development
• Adaptable home - office work model
• Opportunity to work with global teams and clients