Team Lead- Client Service
Company: Ameriprise Financial, Inc.
Location: San Antonio
Posted on: February 24, 2021
|
|
Job Description:
Job Description Lead Ameriprise Financial Institutions Group
corporate operations professionals and employee field staff that
directly support financial advisors. Responsible for new advisor
recruits onboarding experience and directly supporting an efficient
ramp up. Work directly with regional director with support for the
field advisors, including growth initiatives and driving an
efficient practice through a referral service model. Engage in the
development and implementation of staff and field trainings and
communication regarding new regulations or policy and procedural
changes. Responsibilities --- Lead/Manage activities within your
region that support business results, revenue growth, client
experience & efficiencies in practice. Align with regional director
to manage resources to achieve results for Organic growth: HVCA,
GDC & Net Flows, Plans, & Retention. Support producer growth
strategy through design/execution of effective systems & structure.
Execute on a support team strategy around client acquisition via an
effective structure, tracking & impact. --- Assist new experienced
advisor recruits in their onboarding experience. Work with
transition management team to provide a dedicated support model for
a successful transition. Manage advisor expectations upfront to
support a smooth transition. Manage, track and analyze key metrics
through the ramp up process and identify opportunities to further
practice efficiency to deliver the client experience. --- Human
resource management. Staff all managed program non-sales position
openings, on-board, train & performance management. Provide, lead &
participate in leadership, coaching, mentoring & performance
management for directs. Partner with Director, field operations to
determine staffing needs; request, hire and allocate staff. Conduct
1:1s with staff. Execute on staff development program and host
monthly meetings with team. Required Qualifications --- 3-5 yrs
relevant experience leading teams. --- Excellent written and verbal
communication skills; demonstrated ability to lead teams to deliver
results. --- Associate degree or equivalent. --- Detailed
orientated, strong analytical skills. --- Good organization and
time management skills. --- Process oriented and can work with a
team. --- Proficient with standard business software applications.
--- Comprehensive understanding of wealth management solutions
(retirement/education planning, insurance/annuities, and other
investments). --- Must be able to work independently with minimum
supervision. Preferred Qualifications --- Bachelors Degree of
equivalent. --- Excellent time management skills. --- Knowledge of
investment and insurance products. --- Experience problem solving
and resolving escalated issues. --- Experience in a high-stress,
deadline-driven environment. --- Experience in project management
implementation and completion.
Keywords: Ameriprise Financial, Inc., San Antonio , Team Lead- Client Service, Other , San Antonio, Texas
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsCall Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Red Rock Posted on: 02/25/2021 Call Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Round Mountain Posted on: 02/25/2021 DRIVER NEEDED ASAP! Description: My client will be hiring a driver for his retail store. Must Company: Location: Austin Posted on: 02/25/2021 Call Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Bastrop Posted on: 02/25/2021 Call Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Wimberley Posted on: 02/25/2021 Solutions Architect - Austin, TX Description: Seeking an Experienced Solutions Architect. Apply today br / br / Our client is a world leader in technologies, products and services for the broadcast and broadband industries. They are focused on (more...) Company: Location: Austin Posted on: 02/25/2021 Hair Stylist - Anderson Arbor Shoppes Description: StylistAt Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist Company: Great Clips Location: Leander Posted on: 02/25/2021 Call Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Giddings Posted on: 02/25/2021 CDLA Company Drivers - Austin TX Description: Seeking CDL-A Company Drivers out of Austin, TX br / br / Individual and Established Teams Welcome to Apply br / br / This full service logistics company specializes in on-time delivery services (more...) Company: Location: Austin Posted on: 02/25/2021 Call Center Representative Description: We got what you want, you got what we need Goodbye long commutes, rigid schedules, and busybody managers. Hello, Liveops. Our well-known clients are seeking Independent Contractors to provide virtual (more...) Company: LiveOps Location: Maxwell Posted on: 02/25/2021 |