Team Lead-Operations-U

Ameriprise Financial Services, LLC • Minneapolis, MN

2d • $62,300 - $93,500 • Hybrid

About The Position

Provide day-to-day work direction and leadership for direct reports to drive customer-focused service solutions for advisors, clients, or relationship partners. Develop and motivate the team, implement process improvements, and maintain a high level of customer service. The role may also assist with customer service initiatives or other business-driven projects.

The position is part of Ameriprise Financial’s CLEAR Clearing line of business. Employees work in the office at least four days per week, with flexibility to work from home one day per week; additional or different in-office expectations may apply to some roles and will be discussed during hiring.

The estimated base salary is $62,300–$93,500 per year. Initial total compensation may vary based on job-related knowledge, skills, experience, and work location. Most roles are eligible for variable pay, such as bonuses, commissions, and/or long-term incentives. The company offers a benefits program that includes vacation time, sick time, a 401(k), and health, dental, and life insurance.

Requirements

• High school diploma or equivalent.
• At least 3 years of experience.
• Previous experience 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 clearly.

Nice To Haves

• Trade Corrections and/or Service and Operations experience.
• Working knowledge of Managed Accounts.

Responsibilities

• Lead and coach direct reports, providing work direction and support on transaction processing or customer service processes, procedures, standards, and techniques.
• Assist and coach direct reports in resolving complex or high-priority service issues, or resolve those issues directly as needed.
• Manage direct-report workloads and guide prioritization to meet or exceed accuracy, transaction-processing, and call-quality metrics and standards.
• Participate in cross-functional projects and process-improvement teams, providing subject matter expertise on matters affecting customer service.
• Provide feedback through performance management practices and ensure employees develop skills that support individual and team success.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Most roles are eligible for variable pay in the form of bonuses, commissions, and/or long-term incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED