Team Lead - Operations

Provide day-to-day work direction and leadership for direct reports in order to drive customer-focused, world-class service solutions for advisors, clients, or relationship partners. Develop and motivate a team, drive implementation of process improvements within a team, and ensure the maintenance of a high level of service for customers. May assist in customer service initiatives or other business-driven projects.

Key Responsibilities

• Lead and coach direct reports, provide work direction and support to team on process or procedures related to transaction processing or customer service standards and techniques.
• Assist and coach direct reports in resolving complex or high priority service issues, or respond to and resolve such issues directly, as necessary.
• Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy, transaction processing, and call quality metrics and standards.
• Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to the customer service area.
• Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success

Required Qualifications

• High school or equivalent degree
• 3+ years of experience 
• Previous experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.   
• Prior experience coaching or providing indirect leadership to others. 
• Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner.

Preferred Qualifications: SIE & Series 99 or Series 7

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $61,100 - $82,500 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line Of Business

CLEAR Clearing