Senior Representative, BPS Client Contact

🔥 0 minutes ago

⛰️ Colorado, Florida, +1 more states – Remote

⛰️ Colorado – Remote 🐊 Florida – Remote 🧀 Wisconsin – Remote

💵 $70.4k - $119.7k / year

⏰ Full Time

🟠 Senior

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FIS

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1968

💼 Consulting

📦 Logistics

🛡️ Insurance

Consulting • Logistics • Insurance

FIS is a leading provider of technology solutions for financial institutions, businesses, and governments worldwide. It offers a comprehensive suite of banking, lending, and payment solutions designed to help entities thrive in the digital age. FIS focuses on providing advanced solutions that improve efficiencies, reduce costs, and enhance customer satisfaction by offering services such as digital banking, automated finance, wealth management, and payment processing. With its expertise in fintech, FIS powers the global economy by ensuring secure and efficient money management throughout its lifecycle, from storage and transfer to investment and compliance.

📋 Description

• Analyze retirement plan documents to assess design features, compliance requirements, and regulatory alignment • Translate business and client requirements into customized, compliant prototype plan documents • Draft, maintain, and update plan documents including 401(k), profit sharing, and money purchase plans • Perform protected benefits reviews to preserve participant rights during plan changes and conversions • Identify inconsistencies, gaps, and risks across plan documents and recommend effective solutions • Ensure all documents align with current IRS, ERISA, and applicable regulatory guidance • Collaborate with legal, compliance, operations, and client-facing teams • Support development of plan design documentation and implementation materials • Manage multiple projects while meeting deadlines in a fast-paced, regulated environment • Contribute to process improvements, quality standards, and documentation best practices

🎯 Requirements

• Bachelor’s degree in business, finance, or related field, or equivalent practical experience • Strong knowledge of defined contribution retirement plans and plan document structures • Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards • Experience analyzing plan documents, including amendments, restatements, and conversions • Ability to interpret complex legal and technical information with high attention to detail • Strong analytical, problem-solving, and critical thinking skills • Excellent written communication skills with the ability to produce clear, structured documentation • Ability to manage multiple priorities and collaborate effectively across teams • QKA certification or advanced credential such as QKC or ERPA preferred • Experience with plan mergers, conversions, and protected benefits analysis preferred • Familiarity with plan document systems such as Relius or similar platforms preferred • Experience maintaining plan document libraries or prototype language databases preferred • Exposure to document quality assurance processes and discrepancy resolution preferred • For positions located in the US, conditional offers require a drug test

🏖️ Benefits

• Opportunities to make an impact in fintech • Personal and professional learning • Inclusive, diverse work environment • Resources to give back to your community • Competitive salary and benefits