Devin Soares
Johnston
Summary
Senior Brokerage Operations Representative with over 5 years of extensive expertise in enhancing client satisfaction and streamlining operations. Demonstrates a visionary approach to collaboration and problem-solving, consistently implementing innovative strategies that boost team productivity and efficiency. Committed to delivering outstanding client experiences and driving continuous improvement to support organizational success.
Knowledgeable associate with solid background in operations management and logistics coordination. Successfully streamlined processes to improve efficiency and support team goals. Demonstrated strong problem-solving abilities and effective communication skills.
Overview
12
12
years of professional experience
Work History
Senior Brokerage Operations Representative
Fidelity Investments
Smithfield, RI
05.2022 - Current
- Enhance advisor operations, boosting client satisfaction and performance.
- Streamline brokerage processes, improving efficiency and support.
- Lead peer training, standardizing workflows for better productivity.
- Resolve escalated issues, ensuring cohesive client service.
- Facilitate interdepartmental communication for swift issue resolution.
Brokerage Operations Representative
Fidelity Investments
Smithfield, RI
11.2021 - 05.2022
- Handled client cost basis updates, boosting trust and satisfaction.
- Improved data management, enhancing efficiency and client experience.
- Resolved client inquiries promptly during tax season for effective support.
- Worked with teams to improve service delivery, meeting client needs.
- Streamlined tax report updates, strengthening client trust.
Food & Beverage Employee
Rhode Island Convention Center
Providence, RI
05.2014 - Current
- Operate registers and manage inventory for efficient event service.
- Enhance client satisfaction through strategic service techniques.
- Mentor new staff, fostering excellence and continuous improvement.
- Analyze sales trends for strategic purchasing, achieving cost savings.
Education
Bachelor of Arts - Public Relations, Advertising, and Communication
University of Rhode Island
Kingston, RI08-2019
Skills
- Effective Communication
- Adaptability
- Collaboration
- Problem Solving
- Data Entry
- Client Support
Accomplishments
Graduate of Talent Acceleration Program (2025)
Links
Devin Soares | LinkedIn
Timeline
Senior Brokerage Operations Representative
Fidelity Investments
05.2022 - Current
Brokerage Operations Representative
Fidelity Investments
11.2021 - 05.2022
Food & Beverage Employee
Rhode Island Convention Center
05.2014 - Current
Bachelor of Arts - Public Relations, Advertising, and Communication
University of Rhode Island