Client Services Representative

Job Description

Job Description

Client Services Representative

Legacy Wealth Associates, LLC – Remote Opportunity

Help families build a legacy—one conversation at a time.

At Legacy Wealth Associates, we believe financial education should feel personal, empowering, and reliable. As our newest client services representative, you’ll be the first point of contact for clients looking for clarity, support, and guidance. Your role will be critical in shaping positive, lasting relationships that support our mission of financial empowerment.

What You’ll Do :

Support with Purpose : Respond to client emails and phone calls with professionalism, patience, and problem-solving.

Tailored Guidance : Understand each client’s needs and offer service suggestions that align with their financial goals.

Be a Trusted Resource : Stay up to speed on our services so you can confidently share accurate and useful information.

Keep Us Connected : Log interactions and updates in our system to ensure smooth coordination across departments.

What We’re Looking For :

Experience in a service or support role (preferred, but not required)

Strong communication skills and a people-first mindset

A proactive approach to resolving questions and concerns

Detail-oriented and highly organized

A desire to grow with a purpose-driven company

What You’ll Get :

Remote and flexible work options

Health insurance coverage

Retirement savings opportunities

Ongoing training and career development

Special access to corporate discounts

Paid travel to company and industry events

Ready to make a real difference?

If you're passionate about helping others and want to be part of a mission that matters, we’d love to connect with you. Apply today and grow with Legacy Wealth Associates.

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