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Operations Manager, Client Experience
Fidelity InvestmentsOperations Manager leading associates in Brokerage Operations for Fidelity's Custody clients. Responsible for direct management, coaching, and coordination of Transaction Service Representatives in high volume operational activities.
About the role
Key responsibilities & impact- Coordinate and supervise Transaction Service Representatives (TSR) for Westlake Custody
- Responsible for direct TSR management, reporting, overtime needs, scheduling
- Provide daily coaching around transaction processing, productivity and quality
- Lead a team addressing high volume ops activity, specialized processing projects
Requirements
What you’ll need- Bachelor's Degree with 2+ years Brokerage Operations experience OR 5+ years Brokerage Operations experience required
- Strong CE Custody brokerage workflow knowledge required
- Series 7 Required
- Series 24 Preferred
- Strong people management skills
- Strong communication / interaction skills
- Ability to juggle multiple time-sensitive, competing priorities
- Strong customer service skills
- Strong organization and time management skills
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Brokerage OperationsTransaction ProcessingProductivity ManagementQuality AssuranceWorkflow Management
Soft Skills
People ManagementCommunication SkillsCustomer ServiceOrganization SkillsTime ManagementPrioritization
Certifications
Series 7Series 24