Team Leader, Client Services
Fidelity Investments
Fidelity will not provide immigration sponsorship for this position.Job Description:Team Leader, Client ServicesThe RoleIs it time to explore new challenges in your career?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 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 cohesionCoaching and developing a team of associates to deliver 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' attributesThe Team We believe in being #Different TogetherFidelity’s 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, women’s 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.Your success and growth is important to us, so you’ll 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.Fidelity’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
- ...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...SuggestedFull time
- ...Team Leader, Client Services 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...Suggested
- ...Team Leader, Central Relationship Managers As a Team Leader, Central Relationship Managers... ...current and potential wealth management clients via a diverse set of communications... ...experience with understanding of client service, operations, and business processes....SuggestedFull time
$227.43k - $277.97k
...Middle Market / Commercial Banking Market Leader Leads and manages U.S. Bancorp's Middle Market... ...Commercial Banking Middle Market segment, this team is part of U.S. Bank's Institutional Client Group (ICG), which services our largest clients. The Market Leader is responsible...SuggestedTemporary workLocal area3 days per week- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in... ...-Work independently while being part of a supportive team Industry leaders will train all new canidates, but you must be: Coachable...SuggestedRemote jobFull time
$18.75 - $25 per hour
...a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...and training new Tellers to the team. Work on Saturdays as directed by management... ...environment, challenging projects, accessible leaders, and opportunities to grow in your...Hourly payWork experience placementFlexible hoursShift workDay 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 managementPerforms other duties...Hourly payDay shift- ZURCHERS in Salt Lake City is seeking a Full Time Supervisor dedicated to providing exceptional customer service and supervising a team. Responsibilities include operating a cash register, stocking shelves, and doing daily reconciliations. The ideal candidate is friendly...Full timeWork experience placement
$100k - $120k
...Description Job Description Reports To: Director of Client Services Classification: Exempt, Full-Time Focus: Team leadership, operational excellence, analytics,... ...Summary The Commercial Insurance Team Leader serves as the operational partner to the Producer...Full time- 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-end
$60k - $75k
...Management, our Community Managers are dynamic and skilled leaders with a passion for exceptional customer service and strong business acumen. They are entrusted with... ...Manager, you will be a savvy and intelligent team leader, fully accountable for all aspects of your property...Work at officeFlexible hours$14.5 - $15 per hour
...growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes... ...at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging...Hourly payTemporary workLocal areaHome officeFlexible hoursNight shift$40k
...Experience Coordinator to join our Admissions Team! Summary: Odyssey House's Mission is "... ...treatment, prevention, and mental health services. Our programs address education, job... ...a pivotal role in enhancing customer and client satisfaction by coordinating feedback collection...Contract workTemporary workCasual workLocal areaImmediate startMonday to FridayFlexible hoursShift workEarly shift- ...Success (LCS) Lead is a frontline operational leader who guides agents in their daily work,... ...escalated issues, providing training via team meetings, small groups, and one-on-one... ...part orders, credit memos, exchanges, and service appointments to ensure resolution and customer...Work at officeLocal areaWorldwide
- ...Join Our Team as a Shift Lead at Costa VidaCome, and join the Costa Vida! We are hiring... ...standards, and delivering exceptional customer service.Key Responsibilities:Team Supervision:... ...shift operations, the Restaurant Shift Leader ensures a positive dining experience for...Full timeFlexible hoursShift work
- ...Come Join Our Team! For 110 years, Industrial Supply has built its reputation on quality products, dependable service, and strong customer relationships. Our employees are the heart... ...possible. If you're ready to grow as a leader and make a difference, we want you on our...
- ...ahead. Known for our award-winning sandwiches, exceptional guest service, and team-oriented culture, Capriotti's is a place where great food and... ...retail leadership preferredExperience as a Shift Lead, Crew Leader, Team Lead, or Assistant Manager is a plusStrong customer...Casual workCurrently hiringAll shiftsShift workNight shift
- 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
- ...staff training and development, providing excellence in customer service, managing prescription pricing and generic utilization,... ...of a staff pharmacist and act as a role model for the pharmacy team; appropriately handle customer complaints and direct workflow to...Local area
- Ashley Furniture Industries in Salt Lake City, UT is seeking a Local Customer Success Lead to guide delivery agents, answer process questions, and ensure consistent execution of day-of-delivery activities. This frontline role provides real-time support for VIP deliveries...Local area
- ...environment while supporting store operations and delivering the Tiffany experience. Responsibilities include security controls, customer service, and collaboration with management to deter theft and ensure smooth daily operations. Requires a high school diploma, basic...Night shiftWeekend work
- Fullpath is seeking a dynamic Customer Enablement Manager to support our Customer Experience team and ensure customers are effectively trained on Fullpath products. You will develop training materials, conduct in-person and virtual sessions, and gather feedback from stakeholders...Remote job
- Dodge Construction Network seeks a Customer Engagement Manager to support our SMB customers—subcontractors, general contractors, architects and engineers—driving adoption and long‑term value across our product suite. This full-time, remote role reports to the Manager, Customer...Remote jobFull timeFor contractorsFor subcontractor
- Packaging Corporation of America (PCA) is seeking a Senior Customer Service Representative in Salt Lake City to deliver superior service. Responsibilities include processing orders, coordinating with sales/production, and resolving billing issues while maintaining strong...
- ...remote role focuses on retaining US customers through structured retention, advocacy and migrations, bridging US customers with global teams. You will own end-to-end US customer journeys with autonomy and stakeholder management. The role emphasizes protecting retention,...Remote job
$38 - $45 per hour
...crew does the same, and troubleshoot issues and relay them to a service technician for support or repair Complete daily reports, and... ...North American telecom operators and businesses. Our highly skilled team is firmly committed to supporting our customers in propelling...Hourly payWeekly payFull timeTemporary workLocal areaRelocation packageMonday to FridayShift workNight shiftDay shift- ...Engagement Manager who is as passionate about food quality, customer service, & community as we are! In the role of Retail & Community... ...Manager , you will have the opportunity to work within a dynamic team who offer a unique menu selection from scratch baked bread &...Hourly payFull timePart timeStart working todayLocal areaHome officeFlexible hoursShift workEarly shift
$75k - $85k
...Regional Manager, is responsible for providing excellent customer service and coordinating all aspects of apartment community operations.... ...environment for residents and positive work environment for team members.Hiring and supervising all on-site staff, including maintenance...Work at officeWeekend work$19.05 - $33.2 per hour
...excellence and revolutionize the grocery industry. Assists the Team Leader in all aspects of daily operations including profitability,... ...company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must...Hourly paySeasonal workWork at officeFlexible hoursNight shift- ...Join Our Team as a Shift Lead at Costa Vida Come, and join the Costa Vida! We are hiring... ..., and delivering exceptional customer service. Key Responsibilities: Team... ...managing shift operations, the Restaurant Shift Leader ensures a positive dining experience for...Full timePart timeFlexible hoursShift work
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