Team Leader, Client Services

Westlake, TX
January 29 2019

Do you have a dream to lead in a dynamic environment where Customer and Associate Engagement are always top of mind?


The Team

  • Manage a team of associates who are focused on providing world-class service to our Fidelity PI clients

  • Develop and coach associates to effectively, accurately and efficiently meet our client's needs

  • Drive culture and associate engagement through mentoring, development and a highly customized and personalized approach to team leadership

  • Motivate, encourage, and drive excellence in customer interactions through servicing our clients and supporting customer success though CSS

  • Provide mentorship and feedback to associates regarding performance, customer relationship building, and career development


The Expertise You Have

  • Proven leadership experience

  • Series 7, 9/10, and 63 required or must obtain within 120 days


The Skills You Bring

  • Your proven mentoring skills with working knowledge of Situational Leadership and Extraordinary Coach

  • 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

The Value You Deliver

  • Building Associate Engagement that mirrors the Customer Experience we deliver

  • Helping associates realize their own personal definitions of success

  • Supporting the growth and development of our newest associates

  • Protecting the Fidelity brand through active supervision of associate interactions and transactions

Client/Customer ServiceAdvertisement

Similar jobs

Similar jobs