Legacy Wealth Associates, LLC is seeking a dedicated and proactive Customer Service Representative to join our growing team. In this role, you’ll play a key part in ensuring client satisfaction by handling inquiries, resolving concerns, and sharing in-depth knowledge of our services.
What You’ll Do:
Respond to Client Inquiries: Manage incoming calls and emails, providing timely and helpful support to clients. Most interactions will take place over Zoom.
Support Client Success: Offer personalized guidance to help clients effectively utilize our services to meet their financial goals.
Stay Informed: Maintain strong product knowledge to ensure accurate and strategic communication with clients.
Document Interactions: Log customer communications in our internal systems to support collaboration and relationship building across teams.
What We’re Looking For:
1–2 years of proven experience in client support or customer success
Strong verbal and written communication skills
Ability to resolve issues with professionalism, empathy, and a solution-oriented mindset
A commitment to providing exceptional, client-first service
Excellent organizational and time-management skills
Willingness to obtain required licenses within two weeks of onboarding
About Legacy Wealth Associates, LLC:
Legacy Wealth Associates, LLC is a mission-driven financial services firm committed to empowering families through financial education and strategic planning.
We foster a work environment focused on community impact, continuous learning, and professional growth.
Perks and Benefits:
Health insurance and retirement savings options
Ongoing financial education and professional development
Company bonus programs and exclusive employee discounts
Note: This is a 100% Remote (Work from Home) Position.
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