Team Leader, Client Services
Fidelity(25 days ago)
About this role
A Team Leader in Fidelity’s Regional Center Client Services leads a team of licensed associates focused on delivering exceptional client experiences and building long-term customer relationships. The role emphasizes employee development, cross-team collaboration, and adherence to regulatory standards within Fidelity’s customer service organization.
Required Skills
- Leadership
- Mentoring
- Coaching
- Supervision
- Regulatory Compliance
- Relationship Management
- Collaboration
- Onboarding
- Customer Service
- Communication
Qualifications
- Series 07 - FINRA
- Series 09 - FINRA
- Series 10 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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