Team Leader, Client Services
Fidelity Investments
Job Description:Job Description:Team Leader, Client ServicesNote: Fidelity will not provide immigration sponsorship for this position.The RoleThe 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 Expertise and Skills You Bring Proven Leadership ExperiencePrevious Management or Leadership Experience in financial services is a plusSeries 7, 63, 9/10 licenses preferred or able to obtain within 120 daysYour outstanding mentoring and leadership skills, and ability to empower associates to grow and developYour ability to balance leadership and supervisory responsibilitiesYour ability to partner with peers locally and nationally to maintain a culture of collaboration, success and rewardYour experience with regulatory and compliance practices and rulesYour relationship expertise, leading with empathy and enhancing team cohesionThe Value You DeliverCoaching and developing a team of associates to deliver an outstanding experience to our clientsEnabling your team to drive outstanding client service interactions/ resultsHelping associates realize their own personal definitions of successAbility to inspire associates to deliver their bestPartnering with associates to build personalized plans that support their development towards career goalsProtecting the Fidelity brand through active supervision of associate interactions and transactionsBeing coachable, collaborative, and curious are your "go to" attributesFidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRACategory:Customer ServicePlease 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.SummaryLocation: Salt Lake City, UTType: Full time
- ...Description:The Purpose of Your RoleAs a Team Leader, Central Relationship Managers (C-RMs),... ...current and potential wealth management clients via a diverse set of communications channels... ...experience with understanding of client service, operations, and business processes....SuggestedFull time
$100k - $120k
...Reports To: Director of Client Services Classification: Exempt, Full-Time Focus: Team leadership, operational excellence, analytics, accountability, and growth... ...Summary The Commercial Insurance Team Leader serves as the operational partner to the Producer...SuggestedFull time$18.75 - $25 per hour
...Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex... ...Branch Manager in onboarding and training new Tellers to the team.Work on Saturdays as directed by managementPerforms other duties...SuggestedHourly payDay shift$18.75 - $25 per hour
...Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex... ...Branch Manager in onboarding and training new Tellers to the team. Work on Saturdays as directed by management Performs other...SuggestedHourly payWork experience placementShift workDay shift- Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Direct and supervise all day-to-day functions, duties and activities for the Front-endSuggested
$59.87k - $65.29k
...Customer Service Lead To support our growing customer base and strengthen our customer service leadership capacity, we are looking for a Customer Service Lead to join our team. This role will be pivotal in supporting our new Salt Lake City facility and broader leadership...Permanent employmentFull timeTemporary workSeasonal workWork at officeWeekend work- ...helping maintain a clean and safe customer-facing work environment. The position also provides backup support to the sales and service teams as needed. Key Responsibilities Greet and assist customers, vendors, and visitors in a professional and friendly manner....Full timeFor contractorsWork at office
- Embrace the Customer 1st strategy to create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Achieve the Front-end performance goals and best
$19.5 per hour
...Client Services Team Lead Shift: Monday through Friday, 9:00 AM - 6:00 PM Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward; to innovate and advance all aspects of our business to improve the health...Hourly payFull timeWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work- ...Location in Salt Lake City, UT Butler Hospitality is a rapidly growing company. We are devoted to providing the best service to our clients, guests, and employees. Working with Butler Hospitality is an opportunity to be a part of a company as it grows to its fullest...Shift workWeekend work
- ...to join our Health & Benefits team at Mercer a Marsh Business. This... ..., you will manage and advise client accounts for employers 2000+... ...engagements, managing overall service delivery, strategy, financial... ...interesting work, and supportive leaders.We foster a vibrant and...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- ...Demonstrate a positive, professional, and client-oriented attitude about the company with team members, residents, clients, and... ...approve invoices for all goods/services required to maintain the... ...work independently as a project leader and team member. Ability to relate...Full timeContract workWork at officeLocal areaRemote work
$12 - $24.33 per hour
...Position Overview The Team Lead Customer Service works closely with the Store Manager to coordinate... ..., including training on company, client, and store operating policies and programs... ...operations and cash handling. Acts as leader on duty, responding to customer and...Temporary workPart timeFlexible hoursAfternoon shift- ...Job Description Plan, organize, train and direct Meat department associates; perform production and customer service functions; maximize store sales and profits. Demonstrate the company’s core values of respect, honesty, integrity, diversity, inclusion and safety. Plan...Work experience placementWeekend work
- ...dynamic Studio Lead to provide exceptional customer service and assist instructors. The role includes greeting clients, processing sales, maintaining a tidy environment... ...work flexible hours, including weekends. Join a team that values rapport with clients and a welcoming...Flexible hours
$75k - $95k
...Events Manager is an experiential marketing leader charged with driving audience growth,... ...experiences. This role oversees an events team and serves multiple business units including... ...one Employee Assistance Program (EAP) services Access to an entire team of free financial...Work at officeShift work- ...Retail Customer Service Lead (Key Holder) PetSmart does Anything for Pets – JOIN OUR TEAM! Our associates are the heart of Team PetSmart. Together, we're building... ...Services businesses as needed when the Experience Leader is not available Delegate and validate...Hourly payWeekly payMinimum wageFull timeLocal areaImmediate startWeekend workAfternoon shift
- ...Summary The Front-End Supervisor supports front-end operations by assisting with daily oversight of customer service activities, transaction accuracy, and team performance. This role ensures front-end processes are followed and contributes to maintaining an efficient and...
$86.4k - $129.6k
...Team Leader Claims - CH08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages... ...damage and bodily injury Extensive knowledge of customer service drivers and the ability to resolve customer issues, needs and...Temporary workCurrently hiringWork at officeRemote work3 days per week$20.25 per hour
...a global business like ours, the opportunities are endless. So, join us. Work with us. Grow with us. Position: First Shift (1st) Team Leader Shift: Monday - Friday, 7:00 am - 3:30 pm Pay: $20.25 per hour Be part of the world’s largest logistics company! DHL Supply Chain...Hourly payMonday to FridayShift workDay shift$60k - $65k
...well-established HOA Community Association team in Salt Lake City! We’re a thriving HOA... ...teams. If you’re an organized, proactive leader with a passion for community success— we... ...Business and Management Industries Consumer Services Referrals increase your chances of...Full timeTemporary workPart timeFreelanceLocal area- ...while ensuring a smooth customer experience. You’ll collaborate with the Community Manager on events, manage invoices and tickets in our service portal, and contribute to a vibrant, well-organized coworking space that supports flexible, productive work. #J-18808-Ljbffr...Flexible hours
- ...ensure a safe working and living environment for all residents and team members. Build relationships with residents and respond to all... ...experience with proven management skills. Strong customer service, communication, and organizational skills. Detailed-orientated and...Immediate startFlexible hoursWeekend workAfternoon shift
- ...Team Leader At Chick-fil-A, we are seeking developed leaders to support the business. Team Leaders will oversee Team Members in the... ...Team Members at this location are employed by COR Restaurant Services, LLC, a wholly owned subsidiary of Chick-fil-A, Inc. Responsibilities...Full timeInterim roleLocal areaFlexible hours
$139.65k - $238.28k
...role is a key member of project leadership teams, responsible for managing budget,... ...quality work, on time, on budget and to the client’s satisfaction through coordination with... ...compensation reviews.Partners with Client Service Leaders and pursuit champions to assist with...Full timeContract workFor contractors$16 per hour
...smartphone, receive a personalized Custom Fit Report, and our production team uses advanced manufacturing techniques to create custom boot... ...point of contact for our customers. This role combines customer service, administrative support, and production coordination to ensure...Full timeWork at officeMonday to Friday- ...will be a key player in helping to lead the production team and drive top level performance. In addition to... ...dollar organization. UniFirst is an international leader in the $18 billion-dollar garment services industry. We currently employ over 14,000 team partners...Immediate start
- ...isn't a secret at all--it's our people. We're a high performance team committed to being authentic in everything we do and to living... ...aspects of store operations and ensures customers receive excellent service and quality. We have a casual environment AND we offer better...Full timeTemporary workWork experience placementCasual workLocal areaFlexible hours
$75.38k
...data, and develop effective strategies to meet and exceed all the teams' organizational goals and objectives. The ideal candidate will... ...related to this role or earned within a comparable public career service system. If selected, details about your credited leave time will...Full timeWork experience placementSeasonal workMonday to Friday- ...member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being... ...efficiency. The Lead Aerial Mechanic will manage a team of mechanics, coordinate maintenance schedules, and ensure...Full timePart timeLocal area
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