Team Leader, Client Services - Durham, United States - Fidelity Investments
Description
**Team Leader, Client Services**
**Durham , NC**
****
**Job Description:**
**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
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 Were 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 Purpose of Your Role**
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
**The Support You Receive**
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**
We believe it is important to approach life holistically. Our
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:
**The Value You Deliver**
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
**We believe in being #Different Together**
Fidelitys 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, womens 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.
#PIRCLeader
**COVID work policy**
Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.
**Dynamic working post pandemic**
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so youll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
**Learn More:**
****
**Certifications:**
Series 07 FINRA, Series 09 FINRA, Series 10 FINRA, Series 63 FINRA
****
**Company Overview**
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
**Join Us**
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to **Find Your Fidelity** at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling , prompt 2, option 2.
Safety remains Fidelitys top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.
**Fidelity benefits that adapt to everything life sends your way**
**Benefits With You in Mind**
Benefits for your whole life thats what youll find at Fidelity.
Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.
**Family Programs**
Adoption assistance
Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)
**Wellness Programs**
Dependent care flexible spending (FSA)
On-site health & wellness centers
**Retirement Planning**
401(k): pre-tax and/or Roth
**Health & Insurance**
Medical coverage
Dental & Vision coverage
**Education Benefits**
Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions
Tuition reimbursement program
Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to re