Team Leader, Client Services

Soteria Reinsurance Ltd.; Salt Lake City (UT); On-site; USD 80,000 - 110,000; Full time

Job summary

Fidelity Investments in Salt Lake City seeks a Team Leader for Client Services to guide a licensed team, coach performance, and foster exceptional client experiences. You will mentor associates, shape development plans, and partner with regional peers to sustain a culture of collaboration and service excellence.

The role emphasizes leadership, compliance, and a client-first mindset with an onsite work model in a dynamic financial services environment.

Qualifications

• Proven leadership experience in financial services.
• Series 7, 63, 9/10 licenses preferred or obtainable within 120 days.
• Strong mentoring and leadership skills with ability to empower associates.
• Ability to balance leadership and supervisory duties.
• Collaborates with peers locally and nationally to foster teamwork and compliance.
• Relationship management and empathy driving client-centric service.

Responsibilities

• Coach and develop a licensed client services team to deliver outstanding experience.
• Lead client service interactions and drive results for clients.
• Create growth plans and career development paths for team members.
• Inspire associates to perform at their best while upholding Fidelity standards.
• Partner with regional peers to maintain a collaborative culture.

Skills

Leadership

Mentoring

Compliance

Client relationships

Empathy

Collaboration

Tools

Series 7

Series 63

Series 9/10

Series 10

Job description

## Team Leader, Client ServicesApplylocations: Salt Lake City, UTtime type: Full timeposted on: Posted Todayjob requisition id: 2128696## ## Job Description:Job Description:**Team Leader, Client Services****Note: Fidelity will not provide immigration sponsorship for this position.****The Role**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**The Value You Deliver*** Coaching and developing a team of associates to deliver an 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" attributesFidelity’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.Fidelity Investments is an equal opportunity employer.