Job Description
Customer Service Representative
At Legacy Wealth Associates, we believe that every client interaction is an opportunity to build trust and deliver meaningful support. We are seeking a Customer Service Representative to join our growing team and serve as a reliable, positive point of contact for our clients as they navigate their financial goals.
In this role, you will contribute to our mission of helping families secure their financial futures by ensuring clients receive timely, clear, and attentive service.
Key Responsibilities
Respond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communication.
Provide information on services and resources available to help clients make informed decisions about their financial plans.
Develop a thorough understanding of our services to share accurate and relevant details with clients.
Record client interactions and updates to maintain accurate records and support team collaboration.
What We’re Looking For
Experience in customer service, support, or client-facing roles is helpful but not required.
Strong written and verbal communication skills.
A proactive mindset with the ability to problem-solve and assist clients efficiently.
High attention to detail and strong organizational skills.
A genuine interest in helping clients feel informed and supported.
Why Work with Us
Legacy Wealth Associates is committed to empowering families to build and protect their financial legacies. We foster a supportive and growth-oriented environment where your contributions directly impact the clients we serve. If you value teamwork and purpose-driven work, you will find a place here.
Benefits
Flexible, remote work options
Health insurance plans
Retirement planning support
Ongoing training and development opportunities
Access to corporate discounts
Interested in joining a team that makes a difference?
We would love to learn more about you and explore how you can help us continue to provide exceptional service to the families we serve. Apply today to start your journey with Legacy Wealth Associates.
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