Representative II, BPS Operations Processing

About the team:

Platform Securities are market leaders in the back-office outsourcing services to stockbrokers and wealth managers in UK and Europe. 

Platform Securities have been servicing the financial services industry for over 15 years. They are highly regulated and have one of the highest levels of authorisation from the UK Financial Conduct Authority.

What you will be doing:

Reporting to the Client Payments Team Manager and primarily be responsible for ensuring that accurate and timely Payments are processed using BACS, CHAPS & Journals.   The role will also include a high level of Client interaction regarding query resolution and updates, communication with external parties, data entry and filing.

Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and issues are escalated appropriately.

What you will be doing:

·       You will be responsible for processing different payments using journals, CHAPS, BACS. The task is critical and needs to be completed within stipulated timeline.

·       Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.

·       Performs customer and account maintenance per reports, client workflow solution, postal mail or by direct instruction from immediate supervisor.

·       Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.

·       Answers incoming telephone calls and direct calls to appropriate resource for resolution. Escalates unresolved issues according to the work group’s escalation guidelines.

·       Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.

·       Assists in tracking, compiling and completing reports as assigned.

·       Makes recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.

·       May mentor and guide junior Account Services Specialists and/or proactively assist in production issues and questions.

·       Maintains up-to-date procedure manuals and writes drafts for changes to procedures.

·       May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.

What you bring:

Knowledge / Experience 

• 7+ years’ experience in a similar role or relevant exp. 

• Preferred knowledge of Global Plus system.

• Preferred CISI-IOC certified.
• Should Possess a working knowledge of all types of investment assets, including but not limited to equities, fixed income, mutual funds, alternatives, derivatives, foreign securities, exchange-traded funds etc. 

• Candidates should have exposure to audits (internal and external) and strong understanding around Risk and Control framework. 

• Establish strong relationship with onshore counterparts and should be capable of handling Client Queries and Issues. 

• Working closely with the team to identify process needs, putting strong controls in place, and identify the gaps in process. Also ensure that all SLA’s are met.  

• Raise any issues related to process, people and others to line management on urgent basis with possible solutions. 

• Should be active who can discover out the opportunities in existing business by gaining efficiency, Automating the processes 

Qualifications 

• Masters/bachelor’s degree in accounting, Business Management/Administration or related field of study. 

Competency 

• Excellent oral and written communication and articulation skills.

• Time Management & Prioritization Skill.

• Strong interpersonal skills & customer orientation and an unwavering commitment to service quality.

• Strong research and analytical skills and attention to detail 

• Collaborative – Collaborate with different groups and complete the assigned task 

• Attention to detail – Understand customer requirement in detail and process per procedure 

• Organized approach – manage and adapt priorities according to client and business requirements 

• Team Player- Be part of a global team. 

• Well versed with MS Office applications (Word, Excel & PowerPoint, Teams, etc.). 

• Should be a dependable resource with a willingness to work stretched hours (if required).  

What we offer you  

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities 

• A broad range of professional education and personal development possibilities – FIS is your final career step! 

• A competitive salary and benefits 

• A variety of career development tools, resources and opportunities 

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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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