Devin Soares
Johnston,RI
Summary
Senior Brokerage Operations Representative with over 5 years of extensive expertise in enhancing client satisfaction and streamlining operations at Fidelity. 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.
Overview
12
12
years of professional experience
Work History
Senior Brokerage Operations Representative
Fidelity Investments
Smithfield, RI
01.2025 - 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 - 01.2025
- Facilitate high-volume brokerage transactions within Fidelity's Client Experience group with precision
- Enhanced service education
- Resolved daily operational issues for Fidelity Advisor customers.
- Managed client cost basis updates enhancing trust and satisfaction within Fidelity's operations and service group.
- Streamlined data management to enhance efficiency and elevate client experience.
- Addressed client inquiries swiftly during tax season for optimal support.
- Collaborated with teams to enhance service delivery aligning with client needs.
- Streamlined tax report revisions.
Food & Beverage Employee
Rhode Island Convention Center
Providence, RI
05.2014 - Current
- Operate registers and manage high 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
- Process management
- Effective Communication
- Adaptability and Collaboration
- Problem Solving
- Data entry and management
- Operational efficiency
- Logistics management
- Cross-functional communication
Accomplishments
Graduate of Talent Acceleration Program (2025)
Timeline
Senior Brokerage Operations Representative
Fidelity Investments
01.2025 - Current
Brokerage Operations Representative
Fidelity Investments
11.2021 - 01.2025
Food & Beverage Employee
Rhode Island Convention Center
05.2014 - Current
Bachelor of Arts - Public Relations, Advertising, and Communication
University of Rhode Island