Client Services Team Leader - Covington, KY

Fidelity InvestmentsCovington, KY
2dHybrid

About The Position

'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 will 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.

Requirements

  • Proven Leadership Experience
  • 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.
  • Series 7, 63, 9/10 licenses required.

Nice To Haves

  • Previous Management or Leadership Experience in financial services is a plus.

Responsibilities

  • 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.

Benefits

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Benefits at Fidelity Investments
  • Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences.
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