Licensed Financial Services Customer Service Team Lead

00001 Ameriprise Financial Inc; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a Customer Service Team Leader to run day-to-day operations for advisors, clients, and business partners, driving customer-centric, best-in-class service.

You will empower and develop employees, coach using behavioral-based coaching, support escalated issues, and ensure policies, staffing plans, and performance metrics are maintained. This full-time exempt role requires Series 7 and/or 63 licenses and 3+ years of experience, located in Charlotte, NC.

Qualifications

• Active Series 7 and/or 63 licenses.
• 3+ years relevant experience.
• Solid understanding of customer service operations, processes, policies, and industry regulations.
• Experience with coaching or providing leadership to others.
• Strong organizational and communication skills with the ability to resolve complex issues.
• Proven ability to collaborate effectively across all levels.

Responsibilities

• Lead, mentor, and develop direct reports;
• provide clear vision, operational direction, and support on customer service processes and transaction‑processing standards.
• Guide team members in resolving complex or high‑priority service situations; assisting in escalated issues.
• Manage team workload, set priorities, and ensure all efficiency, accuracy, processing, and call‑quality metrics are consistently met or exceeded.
• Deliver meaningful performance feedback and coaching through behavioral based coaching; support continuous skill development, conduct regular one‑on‑ones, and foster both individual and team success.

Skills

Customer service leadership

Coaching

Operations management

Cross-functional collaboration

Regulatory knowledge

Job description

Ameriprise Financial is seeking a Customer Service Team Leader to run day-to-day operations for advisors, clients, and business partners, driving customer-centric, best-in-class service.

You will empower and develop employees, coach using behavioral-based coaching, support escalated issues, and ensure policies, staffing plans, and performance metrics are maintained. This full-time exempt role requires Series 7 and/or 63 licenses and 3+ years of experience, located in Charlotte, NC.