Customer Service Representative

At Legacy Wealth Associates, we believe that every client interaction is an opportunity to build trust and deliver meaningful support. We are seeking a Customer Service Representative to join our growing team and serve as a reliable, positive point of contact for our clients as they navigate their financial goals.

In this role, you will contribute to our mission of helping families secure their financial futures by ensuring clients receive timely, clear, and attentive service.



Key Responsibilities

• Respond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communication
• Provide information on services and resources available to help clients make informed decisions about their financial plans
• Develop a thorough understanding of our services to share accurate and relevant details with clients
• Record client interactions and updates to maintain accurate records and support team collaboration

• Experience in customer service, support, or client-facing roles is helpful but not required
• Strong written and verbal communication skills
• A proactive mindset with the ability to problem-solve and assist clients efficiently
• High attention to detail and strong organizational skills
• A genuine interest in helping clients feel informed and supported

• Flexible, remote work options
• Health insurance plans
• Retirement planning support
• Ongoing training and development opportunities
• Access to corporate discounts

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Other
• Industries Internet Publishing

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