Client Associate - Work From Home Financial Services - Remote

Overview

As a Client Associate - WORK FROM HOME FINANCIAL SERVICES at Legacy Wealth Associates, you will work directly with leadership to support client growth efforts, focusing on business development and providing top-tier financial service.

In Short

• Support the onboarding process for new clients and manage accounts.
• Assist clients in setting up their financial dashboards.
• Consolidate accounts while maintaining confidentiality.
• Facilitate the collection of necessary statements and documents.
• Track and ensure accurate account transfers.
• Collaborate with the operations team.
• Maintain relationships with existing clients.
• Actively seek new clients.

Requirements

• Business development and account management experience is a plus.
• Willingness to obtain a financial services license.
• Passion for client service and building relationships.
• Strong customer service skills and sales background.
• Entrepreneurial mindset and self-starter attitude.
• Effective communication skills.
• Strong follow-through skills for client interactions.
• Outgoing personality with adaptability in communication.
• Entry-level candidates with transferable skills are encouraged to apply.
• Must be at least 18 years old.

Benefits

• Commission-based earnings: $100,000 - $250,000.
• 401(k)
• Unlimited time off
• Equity compensation
• Retirement benefits