Fidelity
Brokerage Operations
OperationsManager,ClientExperience
Neural analysis suggests this role is
optimal for Mid candidates.
“Operations Manager, Client Experience at Fidelity. Skills: Process management, Cross-functional coordination, Vendor/stakeholder management, Operational metrics. Lead associates. Educate associates”
What You'll Achieve.
Driving high satisfaction, quality and efficiency; Delivering superior results quickly and efficiently
Industry & Context.
Resolving complex day to day operational issues
Fidelity will not provide immigration sponsorship for this position.
What They're Looking For.
Must Have
2+ years Brokerage Operations experience OR 5+ years Brokerage Operations experience required, CE Custody brokerage workflow knowledge required, Series 7 Required
Nice to Have
Series 24 Preferred, Project management experience a plus, Business analysis experience a plus
What You'll Do.
Resolve operational issues
Supervise Transaction Service Representatives
Manage overtime needs
Provide daily coaching
How You'll Work.
Team & Collaboration
Collaborate with peers across teams/sites; Coordinate and supervise Transaction Service Representatives
Communication Scope
communication / interaction skills
Full Job Description
## ## Job Description: ## **The Role** Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on developing associates and collaborating with peers across teams/sites? Join us as an Operations Manager in FCCS where you will be leading associates, educating, and resolving complex day to day operational issues for our Custody clients. Client Experience Division (CE) provides superior customer service to Fidelity's Custody clients through innovation, dedication, and commitment to excellence. The Ops Manager will coordinate and supervise Transaction Service Representatives (TSR) for Westlake Custody. The Ops Manager will be responsible for direct TSR management, reporting, overtime needs, scheduling and providing daily coaching around transaction processing, productivity and quality. They will be 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. **_Note: Fidelity will not provide immigration sponsorship for this position._** **The Expertise And Skills We’re Looking For** * _**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 * Supporting divisional business needs, while maintaining a 'client first' mentality. * Optimizing the client experience at Fidelity and developing long term relationships and par
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