Legacy Wealth Associates ยท 5 months ago
Client Services Representative
United States
Full-time
Remote
New Grad, Entry LevelLegacy Wealth Associates is dedicated to helping families protect their financial futures. They are seeking a Client Services Representative to be the first point of contact for clients, providing guidance and support through various communication channels.
Responsibilities
Communicate with clients via phone, email, and virtual meetings
Provide accurate information about our services and solutions
Understand client needs and guide them to the right resources
Keep clear, organized records of all interactions
Follow up proactively to ensure client satisfaction
Qualification
Required
Strong verbal and written communication skills
Organized, detail-focused, and able to manage multiple tasks
A calm and professional approach to client needs
Comfortable working independently in a remote setting
Preferred
Previous customer service or administrative experience is helpful but not required
Benefits
Health insurance options.
Retirement planning support.
Paid travel to company events and training.
Ongoing mentorship and professional development.
Discounts through partner programs.
Company
Legacy Wealth Associates
We are committed to serving individuals from all backgrounds, inspiring clients to think differently about their future as they work toward financial success.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase