Team Leader, Client Services
About The Position
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. 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.
Requirements
- 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
- Being coachable, collaborative, and curious are your "go to" attributes
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
