Team Lead - Operations

Reposted 2 Days Ago
Be an Early Applicant
Minneapolis, MN, USA
In-Office
62K-86K Annually
Mid level
Fintech • Payments • Financial Services
The Role
Leads and coaches a customer service operations team, provides work direction, resolves complex service issues, manages workloads and performance metrics, and supports process improvements and cross-functional initiatives. Ensures accurate transaction processing, high service quality, employee development, and achievement of customer service standards.
Summary Generated by Built In

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

You will provide day-to-day work direction and leadership for direct reports to drive customer-focused, world-class service solutions for advisors, clients, and relationship partners. You will develop and motivate your team, lead the implementation of process improvements, and ensure the delivery of a high level of customer service. You may also support customer service initiatives and contribute to business-driven projects that enhance team performance and operational effectiveness.

Key Responsibilities

  • -Lead and coach direct reports, provide work direction and support to team on process or procedures related to Cost Bais processing standards and techniques.
  • -Assist and coach direct reports in resolving complex or high-priority service issues, or respond to and resolve such issues directly, as necessary.
  • -Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy and transaction processing.
  • -Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to risk and controls.
  • -Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success
  • -Review exception trends and implement corrective actions to improve quality and accuracy 

Required Qualifications

  • -Education: High School Diploma or GED. 
  • -Experience: 3-5 years of relevant experience.
  • -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.

Preferred Qualifications


  • -Bachelor’s degree or equivalent (4-years).
  • -Previous direct leadership experience. 
  • -Experience with Ameriprise procedures and policies.

In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.


Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).


Base Pay Salary

The estimated base salary for this role is $62,300 - $85,700/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

CLEAR Clearing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • High school diploma or GED
  • 3-5 years of relevant experience
  • Previous experience working on a customer service team
  • Strong 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 clearly and understandably
  • Bachelor's degree or equivalent four-year education
  • Previous direct leadership experience
  • Experience with Ameriprise procedures and policies
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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