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Fidelity Investments

Team Leader, Client Services

Pay: $100,000/yr

Posted: 1 week ago

Location: Smithfield, RI (Onsite)

Last Updated: 6 days ago

Hours: Full-Time

Expires: 10/8/2026

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Based on Rhode Island data

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$42,386 / year median in Rhode Island

-17% projected decline

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Job Description

First Job Previous Job 2,661 of 10,000 Next Job Last Job Share More Like This Salary Not Available Position range in Rhode Island $55k

$100k Per Year Team Leader, Client Services Fidelity Investments

Occupation:

First-Line Supervisors of Production and Operating Workers

Location:

Smithfield, RI

02917

Job Type:

Full Time (30 Hours or More)

Posted:

08/18/2026 Positions available: 1

Source:

Fidelity Investments

Web Site:

www.fidelity.com Job #: 2125503 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Schedule Full Time Job Description Help for Job Description. Opens a new window.

Team Leader, Client Services Note:

Fidelity will not provide immigration sponsorship for this position. The 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 Expertise and Skills You Bring

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
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 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 Fidelity's Onsite Working Model Fidelity 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

•

FINRA Category:

Customer Service