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Ameriprise Financial Services, LLC

Team Lead – Operations

Ameriprise Financial Services, LLC

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

Posted 10/12/2026full-timeMinneapolis • Minnesota • United StatesSenior💰 $62,300 - $85,700 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 and transaction processing. Possesses expertise in customer service processes and effective communication skills to resolve complex issues and drive process improvements.

Highest-signal resume keywords
Customer Service LeadershipCoaching and DevelopmentProcess Improvement ImplementationPerformance ManagementCustomer Service Standards

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 ProcessesTransaction ProcessingPerformance MetricsProcess Improvement TechniquesRegulatory Compliance
Soft Skills
Organizational SkillsCommunication SkillsProblem-Solving Skills
Certifications & Qualifications
High School DiplomaGEDBachelor’s Degree (Preferred)
Industry Keywords
Customer ServiceLeadershipTeam DevelopmentAmeriprise Procedures

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 and 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 guide prioritization 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 practices
  • Ensure employees develop skills promoting team and individual success
  • May assist in customer service initiatives or other business-driven projects

Requirements

What you’ll need
  • High School Diploma or GED
  • 3-5 years of relevant experience
  • Previous experience working on a customer service team
  • 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
  • Ability to explain complex issues in a clear, understandable manner
  • Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
  • Bachelor’s degree or equivalent (4-years) preferred
  • Previous direct leadership experience preferred
  • Experience with Ameriprise procedures and policies preferred

Benefits

Comp & perks
  • Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
  • Vacation time
  • Sick time
  • 401(k)
  • Health insurance
  • Dental insurance
  • Life insurance
  • Flexible work arrangement: work from home one (1) day per week
  • Reasonable accommodation support for individuals with disabilities