Client Services Representative

Client Services Representative
Legacy Wealth Associates, LLC – Remote

At Legacy Wealth Associates, we help families protect their futures and build lasting financial security. As a client services representative, you will be a steady, reassuring presence for our clients, providing clear communication and personalized support as they navigate their financial journey.

Your role will focus on making each client feel heard, valued, and confident in the next steps they take with us.

Responsibilities:

• Serve as a primary point of contact for client calls and emails, addressing questions with patience and clarity.

• Learn about each client’s needs to ensure they receive the right guidance and resources for their financial goals.

• Share information about our services accurately and confidently, ensuring clients feel informed and supported.

• Maintain detailed records of client interactions to help our team provide seamless, consistent service.

Who You Are:

• Comfortable engaging with clients and providing a supportive, solution-focused experience.

• Organized and detail-oriented, with the ability to manage multiple client interactions efficiently.

• A strong communicator, able to explain information clearly in conversations and emails.

• Interested in personal growth and learning within a mission-driven organization.

• Experience in a customer-facing or administrative role is helpful but not required.

What We Offer:

• Flexible, remote work options to support your lifestyle

• Health insurance benefits

• Opportunities for retirement planning support

• Ongoing training and mentorship

• Paid travel for company events and industry training

• Discounts through partner programs

Join Us

If you are looking for meaningful work where your communication skills and commitment to helping others can have a real impact, we would love to hear from you. Apply now to take the next step in your career with Legacy Wealth Associates.