Client Relations Manager I
About the Role
Join our BPS Transfer Agency team, where youll play a key leadership role in managing operations, driving performance, and fostering strong client relationships in a dynamic, global environment. At FIS, you ll thrive in a dynamic environment where innovation, collaboration, and cutting-edge technology drive the future of financial services.
About the Team
The Transfer Agency division is responsible for transaction operations, processing, and related functions for mutual funds across a diverse client base. We support clients through multiple channels, including transaction processing and calls, covering services such as account setup, shareholder data maintenance, and comprehensive record-keeping
What You Will Be Doing
- Lead and develop an operational team supporting multiple clients across global locations.
- Supervise staff in accordance with company policies, setting clear objectives, delegating tasks, and ensuring high performance.
- Collaborate with peers in India, North America, and Poland to manage workflows, resolve bottlenecks, and drive continuous process improvement.
- Act as a point of escalation for clients, ensuring timely resolution of issues and maintaining high service standards.
- Monitor and manage KPIs, SLAs, and quality metrics, implementing corrective actions where necessary and communicating progress to senior leadership.
- Provide regular coaching, feedback, and development opportunities to team members, fostering a positive and motivated work environment.
- Participate in strategic initiatives, including system enhancements, workflow redesign, and business improvement projects.
- Demonstrate sound judgement in operational decisions, balancing client needs, risk, and compliance requirements.
- Analyse performance reports and trends to proactively manage workloads and service delivery.
- Ensure effective time management, prioritisation, and communication within the team.
- Maintain a strong risk and compliance mindset in all activities.
- Perform other related duties as assigned.
What You Bring
- Strong leadership experience, ideally in transfer agency, mutual funds, or financial services.
- Minimum of five years experience in banking, financial services, or a related industry.
- Proven ability to manage teams, drive performance, and deliver results in a client-facing environment.
- Excellent verbal and written communication skills, with the ability to convey ideas clearly and professionally.
- Strong interpersonal skills and the ability to build effective relationships internally and externally.
- Demonstrated success in client relationship management and/or sales of technology-based services.
- Broad understanding of financial operations, data processing, and strategic business drivers.
- Expertise in negotiation, presentation, and stakeholder management.
- Ability to lead by example, motivate teams, and manage performance effectively.
- Sound decision-making, problem-solving, and conflict resolution skills.
- Familiarity with FIS products and services is a plus.
- Bachelor s degree in business, computer science, or a related discipline (or equivalent experience).
What We Offer You
- Competitive salary and attractive benefits, including private medical and dental insurance.
- A multifaceted role with significant responsibility and opportunities for growth.
- A modern, collaborative work environment with a motivated and supportive team.
- Access to a wide range of professional development and learning programmes.
- A workplace culture built on respect, innovation, and teamwork.