Client Services Team Lead & Mentor

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

Benefits offered by this job

Competitive total rewards package

Onboarding program for new leaders

Focus on employee development

Job summary

A leading financial services firm is looking for a Team Leader for Client Services in Smithfield, Rhode Island. In this role, you will lead and develop a team of licensed associates to deliver exceptional customer experiences. The ideal candidate will possess proven leadership experience and mentoring skills, with the ability to inspire a strong team culture. This position offers a competitive benefits package and a hybrid work model requiring onsite work bi-weekly.

Qualifications

• Previous management or leadership experience in financial services is a plus.
• Able to obtain Series 7, 63, 9/10 licenses within 120 days.

Responsibilities

• Lead, coach, and develop a team of licensed associates.
• Drive exceptional customer experiences and build relationships.

Skills

Proven Leadership Experience

Mentoring and leadership skills

Regulatory and compliance practices

Relationship expertise

Job description

A leading financial services firm is looking for a Team Leader for Client Services in Smithfield, Rhode Island. In this role, you will lead and develop a team of licensed associates to deliver exceptional customer experiences. The ideal candidate will possess proven leadership experience and mentoring skills, with the ability to inspire a strong team culture. This position offers a competitive benefits package and a hybrid work model requiring onsite work bi-weekly.