Team Lead – Operations

Ameriprise Financial Services, LLC

. Provide day-to-day work direction and leadership for direct reports .

Posted 10/26/2026full-timeUnited StatesSenior💰 $62,300 - $93,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and coaching abilities to develop and motivate a customer service team while ensuring high standards of service delivery and process improvement. Possesses expertise in customer service processes and effective communication skills to resolve complex issues.

Highest-signal resume keywords

LeadershipCustomer Service ProcessesCoachingOrganizational SkillsCommunication Skills

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

Customer Service TechniquesTransaction ProcessingProcess ImprovementPerformance ManagementWorkload Management

Soft Skills

Team DevelopmentProblem Solving

Industry Keywords

Managed AccountsTrade CorrectionsService and OperationsRegulations

About the role

Key responsibilities & impact

Provide day-to-day work direction and leadership for direct reports
Drive customer-focused, world-class service solutions for advisors, clients, or relationship partners
Develop and motivate a team
Drive implementation of process improvements within a team
Ensure maintenance of a high level of customer service
Lead and coach direct reports on transaction processing or customer service standards and techniques
Assist and coach direct reports in resolving complex or high-priority service issues, or resolve issues directly as necessary
Manage direct report workload and prioritize work to meet or exceed accuracy, transaction processing, and call quality metrics and standards
Participate in and provide subject matter expertise on cross-functional projects and process improvement teams
Provide feedback through effective performance management and support employee skill development

Requirements

What you’ll need

High school or equivalent degree
3+ years of experience
Previous experience working 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 in a clear, understandable manner
Must have valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Preferred: Trade Corrections and/or Service and Operations experience
Preferred: Working knowledge of Managed Accounts

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Bonus, commissions, and/or long-term incentives may be available depending on the role
Flexibility to work from home one (1) day per week