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Client Service Representative - Remote

Posted 3 days ago
Customer Service
Full Time
USA

Overview

As a Client Service Representative, you will play a vital role in ensuring our clients receive the highest level of care and attention.

In Short

  • Assist with client communication and scheduling.
  • Prepare client reports and presentations.
  • Process client transactions and paperwork.
  • Maintain client records and databases.
  • Provide excellent customer service and resolve client inquiries.

Requirements

  • Experience in financial services or customer services.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organizational skills.

Benefits

  • Uncapped commissions.
  • Opportunity for professional growth and advancement.
  • Supportive and collaborative work environment.
  • Comprehensive training program.
Legacy Wealth Associates logo

Legacy Wealth Associates

Legacy Wealth Associates is a dynamic financial services firm that empowers individuals to build their own businesses and practices with the support of Transamerica, a Fortune 500 company. The company partners with leading financial institutions to provide top-tier financial education and solutions, including retirement planning, life insurance, and wealth preservation. With a primarily remote business model, Legacy Wealth Associates offers unlimited earning potential and flexible career paths, allowing team members to start part-time and transition to full-time roles. The firm emphasizes mentorship, professional development, and entrepreneurial opportunities, making it an ideal environment for motivated individuals seeking a rewarding career in the financial services sector.

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