Team Leader, Client Services

Fidelity Investments Inc.; Salt Lake City (UT); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. is seeking a Team Leader, Client Services in Salt Lake City, UT to lead a team of licensed associates andDrive exceptional client experiences. The role emphasizes coaching, development, and collaboration to build lifetime relationships with customers.

The Team Leader will supervise and develop staff, ensure adherence to regulatory practices, and partner with peers regionally to sustain a culture of excellence and accountability in client service.

Competenze

• Previous management or leadership experience in financial services is a plus.
• Licenses such as Series 7/63/9/10 preferred or obtainable within 120 days.
• Strong mentoring, coaching and development abilities.

Mansioni

• Lead, coach and develop a team of licensed associates to deliver exceptional client experiences.
• Partner with peers to maintain a collaborative culture and compliance.
• Drive client service results and build lasting relationships with customers.

Conoscenze

Leadership experience

FINRA licenses

Descrizione del lavoro

Team Leader, Client Services### Team Leader, Client ServicesApply: Salt Lake City, UT: Full time: Posted Today: 2128696**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:**Team Leader, Client Services** **The Role**Is it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count. The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.**The Expertise and Skills You Bring*** Proven Leadership Experience* Previous Management or Leadership Experience in financial services is a plus* Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days* Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop* Your ability to balance leadership and supervisory responsibilities* Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward* Your experience with regulatory and compliance practices and rules* Your relationship expertise, leading with empathy and enhancing team cohesion* Coaching and developing a team of associates to deliver outstanding experience to our clients* Enabling your team to drive outstanding client service interactions/ results* Helping associates realize their own personal definitions of success* Ability to inspire associates to deliver their best* Partnering with associates to build personalized plans that support their development towards career goals* Protecting the Fidelity brand through active supervision of associate interactions and transactions* Being coachable, collaborative, and curious are your 'go to' attributes**The Team**We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.