Operations Manager, Client Experience

skillventory - A Leading Talent Research Firm

Operations Manager leading associates and resolving operational issues for Fidelity's Custody clients. Overseeing Transaction Service Representatives and providing guidance in a fast-paced environment.

Posted 7/6/2026full-timeWestlake • Rhode Island, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Leading associates, educating, and resolving complex day to day operational issues for our Custody clients.
Coordinate and supervise Transaction Service Representatives (TSR) for Westlake Custody.
Responsible for direct TSR management, reporting, overtime needs, scheduling and providing daily coaching around transaction processing, productivity and quality.
Tasked with leading a team addressing high volume ops activity, specialized processing projects and supporting our overall process in standard goals for the broader CE Organization.

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
Passion to lead and develop others to success
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
Flexible work hours
Paid time off
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Transaction ProcessingOperational Issue ResolutionReportingBusiness AnalysisScheduling

Soft Skills

LeadershipCommunication SkillsCustomer Service SkillsOrganization SkillsTime Management Skills

Certifications

Series 7Series 24