Hybrid Team Lead, Client Operations

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 62,000 - 94,000; Full time

Job summary

Ameriprise Financial Services, LLC is a client-focused financial services leader seeking a people-centric leader to direct a team delivering advisor and client service solutions. You will coach staff, drive process improvements, and uphold high service standards across transaction processing and customer interactions.

In-office collaboration is emphasized, with four days on-site and one day remote per week.

Qualifications

• 3+ years of experience in customer service and related processes.
• Experience coaching or providing indirect leadership to others.
• Strong organizational and communication skills; able to explain complex issues clearly.

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

Skills

3+ years of experience

Coaching / leadership

Strong organizational & communication

Education

High school or equivalent degree

Job description

Ameriprise Financial Services, LLC is a client-focused financial services leader seeking a people-centric leader to direct a team delivering advisor and client service solutions. You will coach staff, drive process improvements, and uphold high service standards across transaction processing and customer interactions.

In-office collaboration is emphasized, with four days on-site and one day remote per week.