Customer Service Team Lead

Ameriprise Financial Services, LLC

Customer Service Team Lead overseeing operations for a customer service team at a diversified financial services leader. Driving high service standards and developing team members for exceptional client experiences.

Posted 4/17/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development

ATS Keywords

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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