Fidelity

Brokerage Operations

OperationsManager,ClientExperience

Smithfield, Rhode Island, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Brokerage Operations
Problems you'll solve

Resolving complex day to day operational issues

Eligibility Requirements

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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