Customer Service Team Lead
Charlotte, NC · On-site
Familiarity with Ameriprise customer policies and procedures Full-Time/Part-Time Full time Exempt ... Service Line of Business SERVD Service Delivery Ameriprise Financial is an equal opportunity ...

Charlotte, NC · On-site
Familiarity with Ameriprise customer policies and procedures Full-Time/Part-Time Full time Exempt ... Service Line of Business SERVD Service Delivery Ameriprise Financial is an equal opportunity ...
Charlotte, NC · On-site
Familiarity with Ameriprise customer policies and procedures Full-Time/Part-Time Full time Exempt ... Service Line of Business SERVD Service Delivery Ameriprise Financial is an equal opportunity ...
Atlanta, GA · On-site
$14 - $19.25/hr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Extensive experience in Excel and CRM software (e.g. Salesforce) * An effective communicator who ...
Atlanta, GA · On-site
$14 - $19.25/hr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Extensive experience in Excel and CRM software (e.g. Salesforce) * An effective communicator who ...
Atlanta, GA · On-site
$14 - $19.25/hr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Extensive experience in Excel and CRM software (e.g. Salesforce) * An effective communicator who ...
Atlanta, GA · On-site
$14 - $19.25/hr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Extensive experience in Excel and CRM software (e.g. Salesforce) * An effective communicator who ...
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Grapevine, TX · On-site
$47K - $65K/yr
... Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth ... Maintain accurate client records and update information in the CRM system * Assist with data ...
Grapevine, TX · On-site
$47K - $65K/yr
... Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth ... Maintain accurate client records and update information in the CRM system * Assist with data ...
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... As a Client Service Associate, you'll be both in an operations role and a client service role ...
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... As a Client Service Associate, you'll be both in an operations role and a client service role ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
Quick apply
Lindenhurst, NY · On-site
$18.50 - $25/hr
... using Ameriprise's CRM and other internal systems. * Process client transactions and service ... High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous ...
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... As a Client Service Associate, you'll be both in an operations role and a client service role ...
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... As a Client Service Associate, you'll be both in an operations role and a client service role ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
San Jose, CA · On-site
$32.21 - $44.27/hr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
San Jose, CA · On-site
$32.21 - $44.27/hr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
San Jose, CA · On-site
$32.21 - $44.27/hr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
San Jose, CA · On-site
$32.21 - $44.27/hr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
What are the key skills and qualifications needed to thrive as a Customer Service Associate, and why are they important?
What are some common challenges Customer Service Associates face and how can they effectively handle them?
What are Customer Service Associates?
What is the difference between Customer Service Associate vs Customer Support Specialist?
| Aspect | Customer Service Associate | Customer Support Specialist |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | Similar; often requires technical knowledge or certifications depending on industry |
| Work Environment | Retail stores, call centers, service desks | Call centers, technical support centers, online chat platforms |
| Employer & Industry Usage | Retail, hospitality, telecommunications | Technology, software, electronics |
| Common Search & Comparison Intent | Customer Service Associate vs Customer Support Specialist |
The main difference lies in the focus of the roles. Customer Service Associates typically handle general inquiries and assist customers in retail or service settings, while Customer Support Specialists often provide technical assistance and troubleshooting, especially in tech-related industries. Both roles require strong communication skills, but Customer Support Specialists may need specific technical knowledge or certifications.
What is it like to work at Ameriprise?
Do workers at Ameriprise get paid breaks?
Does Ameriprise pay people when they’re sick?
At Ameriprise, are sick days and vacation days separate paid time off?
Is the health insurance from Ameriprise affordable enough for their workers?
Do people get paid time off at Ameriprise?
How far ahead of time do people find out their work schedule?
Do workers at Ameriprise worry about hours?
Do Ameriprise workers get to choose the shifts they work?
How easy is it for Ameriprise workers to change shifts?
How easy is it to get time off at Ameriprise?
Do Ameriprise managers change schedules at the last minute?
Do workers at Ameriprise do extra work that they don't get paid for?
How easy is it to take sick days at Ameriprise?
Is working at Ameriprise good if you’re a parent or caregiver?
Do people at Ameriprise feel treated with respect by their managers?
Do people at Ameriprise get to take their breaks without interruption?
Is it stressful to work at Ameriprise?
Do people at Ameriprise enjoy their jobs?
Do people at Ameriprise recommend working with their team?
Do people get enough training when they start at Ameriprise?
Do people get support to advance at Ameriprise?
Do people think Ameriprise’s headquarters understands what’s happening where they work?
Do workers feel well informed about how Ameriprise is doing?

Full-time
This job post has expired today. Applications are no longer accepted.
8.3
Based on 111 frontline employees who took The Breakroom Quiz
37th of 138 rated financial services
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
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.Key Responsibilities
Lead, mentor, and develop direct reports; provide clear vision, operational direction, and support on customer service processes and transactionprocessing standards.
Guide team members in resolving complex or highpriority service situations; assisting in escalated issues.
Manage team workload, set priorities, and ensure all efficiency, accuracy, processing, and callquality metrics are consistently met or exceeded.
Serve as a subject matter expert on crossfunctional initiatives, projects, and process improvement efforts impacting customer service.
Deliver meaningful performance feedback and coaching through behavioral based coaching; support continuous skill development, conduct regular oneonones, and foster both individual and team success.
Required Qualifications
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
Preferred Qualifications
Financial services industry experience
Familiarity with Ameriprise customer policies and procedures
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
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.
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At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Funds, trusts and financial programs
5,001 - 10,000 Employees
Minneapolis, MN, US
1894