Ameriprise Financial Services, LLC

Customer Service Team Lead

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Job Level

Senior

About the role

  • Lead day to day operations for a customer service team, driving customer centric, best-in-class service for advisors, clients, and business partners.
  • Empower and develop employees, implement process improvements, and drive high service standards.
  • Provide timely coaching and feedback using a behavioral based coaching program.
  • Support escalated issues and contribute to key customer service initiatives and business projects.
  • Maintain policies and procedures that ensure exceptional service delivery, support staffing planning, and ensure team development and mentoring.
  • Own results tied to service accuracy, quality, and performance metrics.

Requirements

  • High school diploma or GED
  • 3–5 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 understand, simplify, and resolve complex issues
  • Proven ability to collaborate effectively across all levels
  • Active Series 7
  • Active Series 63
Benefits
  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer service operationsprocess improvementsservice accuracyquality metricsperformance metrics
Soft Skills
coachingleadershiporganizational skillscommunication skillscollaboration
Certifications
Series 7Series 63