Team Leader, Client Services

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.

Responsibilities

Lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with customers; Coaching and developing a team of associates to deliver an outstanding experience to clients; Enabling your team to drive outstanding client service interactions and results; Helping associates realize their own personal definitions of success; Inspiring 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

Requirements

Proven Leadership Experience; 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; Ability to obtain Series 7, 63, 9/10 licenses within 120 days

Nice to have

Previous Management or Leadership Experience in financial services is a plus; Series 7, 63, 9/10 licenses preferred