Client Services Team Lead — Hybrid Leadership & Coaching

Fidelity; Smithfield (RI); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Onboarding and continued development programs

Job summary

Fidelity is looking for a Team Leader in Client Services based in Smithfield, Rhode Island. In this role, you will lead a team of licensed associates, focusing on mentoring and empowering team members to deliver exceptional customer experiences.

Your responsibilities include leading client service interactions, collaborating with peers, and ensuring compliance with regulatory practices. The position offers a competitive rewards package and hybrid work schedule.

Qualifications

• Ability to balance leadership and supervisory responsibilities.
• Experience in coaching and developing teams.
• Ability to maintain a culture of collaboration.

Responsibilities

• Lead, coach, and develop a team to drive customer relationships.
• Deliver outstanding client service interactions.
• Protect the Fidelity brand through supervision.

Skills

Proven Leadership Experience

Outstanding mentoring and leadership skills

Regulatory and compliance practices experience

Empathy in relationship management

Education

Series 7, 63, 9/10 licenses preferred

Job description

Fidelity is looking for a Team Leader in Client Services based in Smithfield, Rhode Island. In this role, you will lead a team of licensed associates, focusing on mentoring and empowering team members to deliver exceptional customer experiences.

Your responsibilities include leading client service interactions, collaborating with peers, and ensuring compliance with regulatory practices. The position offers a competitive rewards package and hybrid work schedule.