Trade Service Manager – Wealth Client Experience

skillventory - A Leading Talent Research Firm

Trade Service Manager providing outstanding trade support services to IWS and FFOS Clients at Fidelity. Responsible for operational support and phone, email service to Intermediary Clients.

Posted 6/19/2026full-timeSmithfield • Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support divisional business needs, while maintaining a client first mentality.
Drive high satisfaction, quality and efficiency for both the client and Fidelity.
Deliver outstanding results quickly and efficiently, utilizing effective time management skills.
Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
Bringing energy to your role every day.
Assist and advise business partners on trade related operational workflows.
Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team.
Actively participate in meetings and process improvement initiatives.
Able to interact with all levels of management and business partners.

Requirements

What you’ll need

BS/BA Degree (preferred; or at least 3 years experience in financial services related field)
Series 7 licensing required
1-2 years in financial asset/brokerage servicing

Benefits

Comp & perks

Competitive salary
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client first mentalitytime managementinnovationproblem resolutionprocess improvementinterpersonal skillsenergyownershipcommunicationsatisfaction

Certifications

BS/BA DegreeSeries 7 licensing