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Ameriprise Financial
Charlotte, NC | Full Time
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Team Lead - Alternative Investments
$71k-93k (estimate)
Full Time 2 Months Ago
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Ameriprise Financial is Hiring a Team Lead - Alternative Investments Near Charlotte, NC

Provide day-to-day work direction and leadership for direct reports in order to 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, and ensure the maintenance of a high level of service for customers. May assist in customer service initiatives or other business-driven projects. Key Responsibilities Lead and coach direct reports, provide work direction and support to team on process or procedures related to transaction processing or customer service 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, transaction processing, and call quality metrics and standards. Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to the customer service area. Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success. Required Qualifications Education: High school or GED.Experience: 3-5 years of relevant 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. Preferred Qualifications Product-specific or financial services industry experience. Experience with Ameriprise customer policies and procedures. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Client Service Line of Business SERVD Service Delivery We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 Summary

JOB TYPE

Full Time

SALARY

$71k-93k (estimate)

POST DATE

05/30/2024

EXPIRATION DATE

07/09/2024

WEBSITE

ameriprise.com

HEADQUARTERS

MINNEAPOLIS, MN

SIZE

7,500 - 15,000

FOUNDED

1987

CEO

JAMES M CRACCHIOLO

REVENUE

$10B - $50B

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About Ameriprise Financial

Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7. More
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