InP - Client Relations Manager I (Transfer Agency)

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Client Relations Manager I

About the Role

Join our BPS Transfer Agency team, where you'll 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.

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.

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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