Team Leader, Client Services

# Team Leader, Client Services Smithfield, RIFull-Time# Team Leader, Client Services Smithfield, RIFull-Time Mar 17, 2026

Customer Service##

Job Description ### ###

Job Description:

** 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 | 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 We're 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 Fidelity'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.### ###

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA### ### Category:### Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity…