Team Leader, Client Services

Fidelity • Salt Lake, UT

14h • Onsite

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.

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
• Outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Ability to balance leadership and supervisory responsibilities
• Ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
• Experience with regulatory and compliance practices and rules
• 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

Benefits

• Competitive total rewards package, including a stable base salary
• Onboarding program focused on giving leaders the skills needed prior to leading their team
• Continued development throughout their leadership career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees