Client Services Team Lead: Coach & Develop Excellence

MFS Investments; Smithfield (RI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Total rewards package

Hybrid work model

Job summary

Fidelity Investments in Smithfield, RI is seeking a Team Leader, Client Services to guide a licensed client service team. You will coach, develop, and supervise associates to deliver exceptional customer experiences and build lifetime client relationships.

The role emphasizes leadership, regulatory awareness, and collaboration with peers regionally and nationally; Series 7/63/9/10 licenses preferred or to be obtained within 120 days.

Qualifications

• Leadership experience in a financial services environment.
• Management or supervisory experience with a focus on coaching.
• FINRA licenses (Series 7, 63, 9/10) preferred or obtainable within 120 days.

Responsibilities

• Lead, coach and develop a team of licensed client service associates to deliver exceptional customer experiences.
• Collaborate with local and national peers to maintain a culture of collaboration and compliance.

Skills

Leadership experience

Team mentoring

Regulatory compliance knowledge

Customer service leadership

Tools

FINRA licenses: Series 7, 63, 9/10

Job description

Fidelity Investments in Smithfield, RI is seeking a Team Leader, Client Services to guide a licensed client service team. You will coach, develop, and supervise associates to deliver exceptional customer experiences and build lifetime client relationships.

The role emphasizes leadership, regulatory awareness, and collaboration with peers regionally and nationally; Series 7/63/9/10 licenses preferred or to be obtained within 120 days.