Client Services Representative

Remote
Part Time to Full Time
Student (College)

Overview:
Legacy Wealth Associates, LLC is seeking a dedicated and professional Client Services Representative to join our growing team. This individual will play a vital role in ensuring a superior client experience by addressing inquiries, resolving concerns, and offering knowledgeable support. The ideal candidate will have a client-centric mindset and consistently strive to provide exceptional service in every interaction.
 

Key Responsibilities:

  • Manage Client Communications: Respond to inbound calls and emails, providing timely and effective support for client inquiries and service needs.

  • Client Success Consultation: Offer strategic guidance tailored to each client's unique goals to help them optimize the use of our products and services.

  • Maintain Product Expertise: Serve as a knowledgeable resource, ensuring clients receive accurate, relevant, and up-to-date information.

  • Track Interactions: Log and document all client communications in our internal systems to support cross-functional collaboration and relationship management.

Qualifications:

  • Experience in a client support role (preferred)

  • Excellent written and verbal communication skills

  • Strong problem-solving abilities and a proactive, positive attitude

  • Committed to delivering exceptional service that exceeds client expectations

  • Strong time-management and organizational skills


About Legacy Wealth Associates, LLC:
Legacy Wealth Associates, LLC is a trusted leader in the financial services industry, dedicated to helping families build lasting financial stability and generational wealth.

We foster a company culture rooted in empowerment, integrity, and legacy building, where our team members are encouraged to grow personally and professionally.
 

Employee Benefits Include:

  • Health insurance

  • Retirement savings options

  • Remote work opportunities

  • Access to professional development and training

  • Corporate discounts

  • Paid travel and attendance to exclusive industry seminars and conferences


If you're passionate about delivering outstanding service and want to be part of a mission-driven team, we invite you to apply and grow with Legacy Wealth Associates.
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