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Operations Manager, Client Experience
skillventory - A Leading Talent Research FirmOperations Manager leading associates in day to day operations for Fidelity's Custody clients. Driving high satisfaction, quality, and efficiency in the Client Experience division.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Brokerage OperationsCustody brokerage workflowProject managementBusiness analysis
Soft Skills
People managementCommunication skillsOrganizational skillsTime managementCustomer serviceAbility to influenceAbility to juggle priorities
Certifications & Qualifications
Bachelor's DegreeSeries 7Series 24
Industry Keywords
Transaction Service RepresentativesOperational issuesHigh volume ops activitySpecialized processing projects
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