What are the responsibilities and job description for the Team Leader Client Services position at Fidelity Investments?
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
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
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
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:
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.
Learn More: Dynamic Working
#PIRCLeader
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category
Customer Service
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.
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 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
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
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
- 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
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.
Learn More: Dynamic Working
#PIRCLeader
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category
Customer Service
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.