Client Services Team Leader - Coaching & Growth

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity is seeking a Team Leader for Client Services in Smithfield, RI. You will lead a team of licensed associates, coach them to deliver exceptional client experiences, and develop personalized growth plans that align with Fidelity standards.

The role emphasizes on-site collaboration, regulatory awareness, and a commitment to client satisfaction, with opportunities to advance within a driven, compliant team environment.

Qualifications

• Proven leadership experience in financial services preferred.
• Willingness to obtain Series licenses within 120 days if not held.
• Ability to coach and empower licensed associates to grow.

Responsibilities

• Lead, coach and develop a team of licensed associates to deliver exceptional client experiences.
• Drive client service interactions and outcomes through coaching and supervision.
• Partner with peers to maintain a collaborative, compliant culture.

Skills

Leadership

Coaching

Mentoring

Regulatory knowledge

People management

Tools

FINRA Series 7

FINRA Series 9/10

FINRA Series 63

Job description

Fidelity is seeking a Team Leader for Client Services in Smithfield, RI. You will lead a team of licensed associates, coach them to deliver exceptional client experiences, and develop personalized growth plans that align with Fidelity standards.

The role emphasizes on-site collaboration, regulatory awareness, and a commitment to client satisfaction, with opportunities to advance within a driven, compliant team environment.