Team Leader, Client Services

Fidelity

10 days ago

4.4 on Glassdoor

Smithfield, RI

Hybrid

Full Time

Manager

0 applicants

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About this role

The Team Leader, Client Services at Fidelity Investments is responsible for leading and developing a team of licensed associates within the Regional Center, focusing on providing excellent customer experiences and building long-term relationships. The role involves coaching, compliance oversight, and collaboration with peers to foster a positive culture.

Skills

Qualifications

Series 07 - FINRASeries 09 - FINRASeries 10 - FINRASeries 63 - FINRA

About Fidelity

fidelity.com

Fidelity 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.