Client Services Coordinator
Legacy Wealth Associates, LLC – Remote

Overview

Legacy Wealth Associates is an expanding financial services organization committed to helping families build stability and long-term security. We are hiring a Client Services Coordinator to manage and streamline the client journey—from the first interaction to ongoing account support.

This position is ideal for someone proactive, highly organized, and attentive to detail, with the ability to anticipate needs before they arise.

Responsibilities

• Act as the main liaison for designated clients, ensuring clear and timely communication.

• Oversee onboarding processes, account modifications, and service-related requests.

• Keep client data up to date within internal CRM systems to support efficient teamwork.

• Arrange meetings and assemble necessary documentation in advance.

• Monitor action items, deadlines, and follow-ups to ensure all commitments are fulfilled.

Qualifications

• Background in client support, account coordination, or administrative operations (experience in financial services is advantageous).

• Strong communication skills, both written and verbal.

• Exceptional organizational and time-management abilities.

• Ability to work autonomously in a remote setting.

• Familiarity with office productivity tools and CRM platforms.

Compensation & Benefits

• Remote role with flexible scheduling.

• Competitive pay structure.

• World-class training and ongoing development programs.

• Access to corporate partnerships, discounts, and select travel incentives.

If you’re a reliable professional who excels in managing details while delivering a high-quality client experience, we invite you to apply and grow with a purpose-driven team at Legacy Wealth Associates.