Team Leader, Client Services

Westlake, TX
March 01 2019
Do youhave a dream to lead in a dynamic environment where Customer and AssociateEngagement are always top of mind?

The Team

  • Managea team of associates who are focused on providing world-class service to ourFidelity PI clients
  • Developand coach associates to effectively, accurately and efficiently meet ourclient's needs
  • Driveculture and associate engagement through mentoring, development and a highlycustomized and personalized approach to team leadership
  • Motivate,encourage, and drive excellence in customer interactions through servicing ourclients and supporting customer success though CSS
  • Providementorship and feedback to associates regarding performance, customerrelationship building, and career development

The Expertise You Have

  • Provenleadership experience
  • Series7, 9/10, and 63 required or must obtain within 120 days

The Skills You Bring

  • Yourproven mentoring skills with working knowledge of Situational Leadership andExtraordinary Coach
  • Yourability to balance leadership and supervisory responsibilities
  • Yourability to partner with peers locally and nationally to maintain a culture ofcollaboration, success and reward

The Value You Deliver

  • BuildingAssociate Engagement that mirrors the Customer Experience we deliver
  • Helpingassociates realize their own personal definitions of success
  • Supportingthe growth and development of our newest associates
  • Protectingthe Fidelity brand through active supervision of associate interactions andtransactions

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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