Team Leader, Service Solutions Group - Military veterans preferred

2024-05-15
AppCast (https://www.appcast.io)
Other

/yr

  full-time   employee


Jacksonville
Florida
32290
United States

**Team Leader, Service Solutions Group**

**Jacksonville , FL**

**Job Description:**

**The Team**

The Service Solutions Group is responsible for delivering the best customer experience in the financial services industry to both our customers, and to internal associates located in Personal Investings Regional Phone Centers and Branch Network. The team is empowered and trained to resolve most issues at point of service, and will proactively reach out to customers to resolve not in good order items and other Fidelity identified issues.

Your **Expertise**

* Proven Financial Services Leadership Experience (with series 7, 63, 9 & 10 licenses)

* Empower associates to grow and develop in a diverse and inclusive environment.

* Drive business results and solve complex problems.

* Cross-functional business acumen and ability to integrate multiple goals and priorities into solutions delivered.

* Coach and develop associates in our culture of Ownership.

* Experience with regulatory and compliance practices and rules.

Your **Purpose**

* Lead and inspire a team of associates to deliver quality solutions for our clients and business partners.

* Provide strategic direction and execution to serve our associates as they commit to proactively reach out to customers to successfully resolve not in good order items primarily related to Account Management, Transfer of Assets, and Money Movement.

* Build business scale and efficiency, deliver results, grow associate engagement and development in SSG.

The **Value** You Deliver

* Enhance the experience of our customers and associates.

* Challenge the status quo with the courage to drive towards bold solutions.

* Foster innovation in the team, adjust quickly to new information, and effectively lead change in the organization.

* Understand data to develop effective and efficient solutions.

**Company Overview**

At Fidelity, we are passionate about 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com (opens in a new tab) or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

**COVID work policy**

Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

**Dynamic working post pandemic**

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so youll 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.

**Learn More:**

**Please see below for the salary range for work locations in Colorado only:**

$64,000 $100,000

This position is eligible for incentive compensation or an annual bonus opportunity.

****

**Certifications:**

Series 07 FINRA

**Company Overview**

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

**Join Us**

At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to **Find Your Fidelity** at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

* Adoption assistance

* Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

* Dependent care flexible spending (FSA)

* On-site health & wellness centers

**Retirement Planning**

* 401(k): pre-tax and/or Roth

**Health & Insurance**

* Medical coverage

* Dental & Vision coverage

**Education Benefits**

* Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

* Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*** As of March 2019.

**Fidelity is invested in you**

**Committed to Continuous Learning**

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.

**Licenses & Certifications**

* Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.

* Tuition reimbursement for online or in-person course work in pursuit of new certifications.

**Continuing Education & Training**

* Assess, build, and align your development plan through resources like our skill-building classroom and online courses.

* Video-based training for technology, leaders