Team Leader, Client Services

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

Benefits offered by this job

Competitive total rewards package

Onboarding and continued development programs

Job summary

Fidelity is looking for a Team Leader in Client Services based in Smithfield, Rhode Island. In this role, you will lead a team of licensed associates, focusing on mentoring and empowering team members to deliver exceptional customer experiences.

Your responsibilities include leading client service interactions, collaborating with peers, and ensuring compliance with regulatory practices. The position offers a competitive rewards package and hybrid work schedule.

Qualifications

• Ability to balance leadership and supervisory responsibilities.
• Experience in coaching and developing teams.
• Ability to maintain a culture of collaboration.

Responsibilities

• Lead, coach, and develop a team to drive customer relationships.
• Deliver outstanding client service interactions.
• Protect the Fidelity brand through supervision.

Skills

Proven Leadership Experience

Outstanding mentoring and leadership skills

Regulatory and compliance practices experience

Empathy in relationship management

Education

Series 7, 63, 9/10 licenses preferred

Job description

Job Description

Team Leader, Client Services

“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.

Our Investments in You

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.

• 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

Certifications

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

Equal Opportunity Employer

Fidelity Investments is an equal opportunity employer.

Reasonable Accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Hybrid Work Schedule

Fidelity’s hybrid working model blends the best of onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Time Onsite

Blend of both onsite and offsite work (~50%).