What are the responsibilities and job description for the Lead Customer Service Rep position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
First American is seeking an experienced and highly skilled Lead Customer Service Representative to support daily operations and ensure exceptional service delivery. In this role, you will assist the Manager with customer service activities, and handle escalated or complex inquiries that require detailed research and problem-solving. You will also manage incoming email requests across multiple RA accounts, ensuring timely, accurate, and professional communication.
This role requires someone who can work independently, adapt to changing priorities, and confidently navigate non-routine customer situations.
How You’ll Contribute
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
First American is seeking an experienced and highly skilled Lead Customer Service Representative to support daily operations and ensure exceptional service delivery. In this role, you will assist the Manager with customer service activities, and handle escalated or complex inquiries that require detailed research and problem-solving. You will also manage incoming email requests across multiple RA accounts, ensuring timely, accurate, and professional communication.
This role requires someone who can work independently, adapt to changing priorities, and confidently navigate non-routine customer situations.
How You’ll Contribute
- Assist the Manager with daily customer service activities, inquiries, and workflow needs.
- Take ownership of escalated or unresolved customer calls and issues.
- Identify customer needs, research problems, and recommend effective solutions.
- Support billing inquiries, issue resolution, and coordination with collections and other departments.
- Assist with customer setup, onboarding, installations, equipment ordering, and testing.
- Conduct customized training or product demonstrations in formats such as 1:1, classroom, web-based, phone, or onsite.
- Handle order fulfillment by receiving orders, reconciling information, updating systems, and following up with customers.
- Act as a liaison to offshore customer service teams by providing training and second-tier support.
- Manage incoming email requests across multiple RA inboxes with accuracy and responsiveness.
- Navigate non-routine situations where standard procedures do not apply, applying critical thinking and thorough research.
- Follow established guidelines while recommending improvements to processes and procedures.
- Provide performance feedback and input during hiring discussions (though this role does not supervise others).
- Strong ability to work independently while balancing multiple priorities.
- High School diploma or equivalent (required).
- Extensive knowledge of relevant products, services, and customer service processes.
- Proficiency in MS Office and computerized data entry systems.
- Excellent verbal and written communication skills.
- A high level of professionalism, critical thinking, problem-solving, adaptability, and attention to detail in every customer interaction.
- National Experience or Builder Experience is a plus.
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
- Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $23 - $30