Team Leader, Client Services

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.
• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days.

Responsibilities

• Lead, coach, and develop a team of licensed associates.
• Drive exceptional customer experiences and build relationships.
• Ensure regulatory compliance and risk controls.
• Collaborate with peers locally and nationally to maintain a culture of collaboration.

Skills

Proven Leadership Experience

Mentoring and leadership skills

Regulatory and compliance practices

Relationship expertise

Job description

Team Leader, Client Services

Job Description

"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." - Abby Johnson, Chairman & CEO Fidelity Investments

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 Expertise We’re Looking For

• 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

The Purpose of Your 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 Skills You Bring

• 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 Support You Receive

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.

Benefits

We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

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" attributes

We believe in being #Different Together. Fidelity’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.

Certifications

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Category

Customer Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please 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.