Client Experience Ops Manager - Brokerage Custody
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking an Operations Manager in Rhode Island to lead a team and manage daily operations within the Client Experience division. Key responsibilities include supervising Transaction Service Representatives, ensuring high-quality service for Fidelity's Custody clients, and driving operational excellence. The ideal candidate should possess a Bachelor's Degree with significant Brokerage Operations experience, strong people management, and customer service skills. Series 7 is required, and Series 24 is preferred. Join us in optimizing client experiences at Fidelity! #J-18808-Ljbffr Fidelity Investments Inc.
- ...Client Service Manager Ii The Client Service Manager II (CSM II) supports... ...Investment Advisors (RIAs) that custody assets with Fidelity. This... ...overall world class client experience. The CSM II is expected to... .... Your knowledge of the Brokerage and/or Custody industry....SuggestedWork at office
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite and offsite... ...leadership skills. Your knowledge of the Brokerage and/or Custody industry. You have intermediate...SuggestedWork at office
- ...Client Service Manager III The Client Service Manager III (CSM III) serves... ...Investment Advisors (RIAs) who have custody assets with Fidelity,... ...and/or client service experience in financial services ~ Series... ...~ Strong knowledge of brokerage and/or custody industry...SuggestedWork at office
- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work most days in the office (~75-100%). Location Smithfield, RI Team... ...Proven leadership skills Knowledge of the brokerage and/or custody industry Intermediate to advanced...SuggestedWork at office
- Client Service Manager (I / II) Do you want to work for a fast paced, growing... ...operational issues for our Custody clients. Expertise We’re Looking... ...operations and/or service experience in the financial services... ...and knowledge of the Brokerage and/or Custody industry Intermediate...SuggestedWork at office
- ...Join us as an Operations Manager in FCCS where you will be... ...operational issues for our Custody clients. Client Experience Division (CE) provides... ...commitment to excellence. The Ops Manager will coordinate... ...'s Degree with 2+ years Brokerage Operations experience OR...
- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across... ...operational processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical skills, and possess Series...
- Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI. In this role, you will... ...technology. The ideal candidate will have over 5 years of experience in the financial services sector and a Series 7 license. A...
- Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves... ...day-to-day operational issues for Custody clients. The ideal candidate will have... ...Bachelor’s Degree and over 5 years of experience in the financial services industry. An...
- Fidelity is seeking a Manager, Client Service in Smithfield, RI to join a dynamic team focusing on evolving brokerage processes. The ideal candidate will have over 5 years of experience in Brokerage Operations or Customer Service, possess strong analytical skills, and a...
- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses... ...should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license. The position...
- Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors. This role involves serving as a liaison... ...have at least 5 years of financial service operations experience, a Bachelor's degree, and a Series 7 certification. Strong...
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to support Registered Investment Advisors (RIAs) with their service needs. The... ...must have a Bachelor's Degree, at least 5 years of experience in financial services, and a Series 7 certification. Strong...Full time
- ...team which is reinventing core brokerage processes and technologies to... ...The coverage will range from client integration and onboarding to... ...business partners, product managers, tech developers and where necessary... ...Operations and/or Service experience in the financial services...
$72k - $90.3k
Bank of America in Providence is seeking a Financial Center Leader to manage operations and enhance client experiences in financial centers. The role includes leadership responsibilities, client traffic management, coaching and fostering team collaboration. Candidates...- Citizens is seeking a Senior Trust Operations Specialist - Client Service in Johnston, RI. This role supports client-facing teams across... ...skills, and have 2+ years of relevant financial services experience. A Bachelor’s degree is preferred. #J-18808-Ljbffr Citizens
- ...position plays a pivotal role in supporting client-facing teams across Trust and... ...relationships. The successful candidate will manage responsibilities such as tax payment processing... ...at least 2 years of financial services experience, strong attention to detail, and...
- Alumni Ventures is looking for a dedicated General Manager to oversee operations in its Rhode Island location. The ideal candidate will have proven restaurant management experience, exceptional leadership capabilities, and a passion for customer service. In this role, you...
$103.1k - $188.9k
...industry, working side by side with a range of clients from our most venerable institutions to... ...and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...with deep process and service delivery experience that distinguishes EY in the marketplace...Private practiceSummer holidayLocal areaFlexible hours- ...Clark Team in Smithfield is looking for a dedicated client relations specialist to enhance client experiences. This full-time role requires exceptional... ...skills, organization, and a proactive approach to managing client relationships. You’ll ensure clients feel informed...Full time
$120k - $145k
...collaboration, growth, and innovation. We are seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis. The PCS Tax... ...in Accounting or Tax ~6+ years of technical tax experience in public accounting ~ Strong experience with...Full timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...Wealthscape Digital Account Management Product Area is at the center... ...critical, moment in the advisor and client relationship. Our mission is... ...frictionless, value‑driven experiences that help advisors move... ...expertise in the clearing and custody business who combines domain...Flexible hours
$120k - $140k
KLR is seeking a Tax Manager for its Strategic Business Solutions Group. The role, based... ...Providence, involves serving as the primary client contact, overseeing various engagements,... ...'s degree in Accounting, relevant experience, and CPA certification. This full-time position...Full time$200k
...engagement team and directly interact with clients and family office personnel to ensure... ...service Successfully develop, nurture and manage client relationships by consistently... ...tax planning and consulting experience and demonstrated expertise in taxation and...Work at office- ...in Johnston, Rhode Island, is looking for a dedicated General Manager to lead all aspects of restaurant operations. This role involves... ...in restaurant management. Join us in creating a positive dining experience for our guests! #J-18808-Ljbffr The Press Club Grill
- ...Dreams Travel CR is seeking an Online Travel Coordinator to support clients throughout their travel experience, ensuring smooth and enjoyable journeys. You will manage inquiries, provide information about destinations, and assist with booking preparations. This fully remote...Remote workFlexible hours
- ...Job Title Project Manager (Off‑Site) Location Off‑Site (Remote) Job Type / Duration Contract... ...regular coordination meetings. Required Experience 8–10 years in ITS or infrastructure... ...(optional). Key Skills Customer Service Client Expectations Client Requirements Client...Full timeContract workRemote work
$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services to review complex tax returns and provide compliance guidance.... ...competitive hourly pay ranging from $90 to $120, depending on experience and skill set. Join a collaborative team committed to...Remote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager for Private Client Services specializing in complex tax compliance. This position... ...and a valid CPA license with at least 8 years of relevant experience. Hourly pay ranges from $120/hr to $150/hr. #J-18808-...Remote jobHourly paySeasonal work$160k - $300k
...Primary Duties Expand revenue of existing clients Responsible for short-term and long-term... ...addition to their individual practice Manager practice effectively meeting billing, realization... ...Bachelor's degree required 8 years of experience in public accounting or related field 6...Temporary work
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