Customer Service Trainee

Legacy Wealth Associates, LLC is actively hiring a motivated and detail-oriented Customer Service Trainee to join our customer experience team. This entry-level position is ideal for individuals eager to develop a career in financial services while delivering outstanding support to customers.

As a trainee, you'll receive comprehensive training and hands-on mentorship to help you grow into a confident, knowledgeable representative who contributes meaningfully to our customers' success and satisfaction.

What You'll Be Doing:

• Support Customer Engagements: Respond to client inquiries via phone, email, and other platforms with professionalism and care.

• Learn and Advise: Under supervision, assist clients in understanding our offerings and help address basic service questions.

• Master Product Knowledge: Participate in ongoing training to become proficient in our services and effectively communicate their benefits.

• Documentation: Accurately track interactions and feedback in our systems to support team coordination and follow-up.

What We're Looking For:

• Strong communication skills, both verbal and written

• Enthusiastic, coachable, and eager to learn

• A customer-first mindset with a focus on building positive relationships

• Ability to stay organized and manage multiple priorities

• Experience in customer service or customer-facing roles is a plus, but not required

Why Join Legacy Wealth Associates, LLC

At Legacy Wealth Associates, we believe in empowering our people. Whether you’re just starting out or pivoting careers, this role provides a unique opportunity to gain foundational skills in financial services while contributing to a mission of helping families build lasting financial legacies.
 

Perks & Benefits:

• Fully remote training and work flexibility

• Access to licensed financial training and development programs

• Career advancement opportunities within a supportive, growth-driven culture

• Health benefits and retirement savings options

• Paid travel to national conferences and exclusive training events

• Company-sponsored discounts and professional resources