Operations Manager, Client Experience

skillventory - A Leading Talent Research Firm

Operations Manager leading associates in day to day operations for Fidelity's Custody clients. Driving high satisfaction, quality, and efficiency in the Client Experience division.

Posted 5/22/2026full-timeSmithfield • Rhode Island, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Leading associates, educating, and resolving complex day to day operational issues for Custody clients
Coordinating and supervising Transaction Service Representatives (TSR) for Westlake Custody
Responsible for direct TSR management, reporting, overtime needs, scheduling and providing daily coaching
Addressing high volume ops activity, specialized processing projects and supporting overall process in standard goals

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 navigate the organization, influence, and advocate
Ability to juggle multiple time-sensitive, competing priorities
Strong customer service skills
Strong organization and time management skills
Project management experience a plus
Business analysis experience a plus

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible working arrangements
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Brokerage OperationsCustody brokerage workflowProject managementBusiness analysis

Soft Skills

People managementCommunication skillsOrganizational skillsTime managementCustomer serviceAbility to influenceAbility to juggle priorities

Certifications

Bachelor's DegreeSeries 7Series 24