Client Services Representative - Remote

Overview

Legacy Wealth Associates, LLC is seeking a dedicated and professional Client Services Representative to join our growing team. This individual will play a vital role in ensuring a superior client experience by addressing inquiries, resolving concerns, and offering knowledgeable support. The ideal candidate will have a client-centric mindset and consistently strive to provide exceptional service in every interaction.

In Short

• Manage Client Communications: Respond to inbound calls and emails, providing timely and effective support for client inquiries and service needs.
• Client Success Consultation: Offer strategic guidance tailored to each client's unique goals to help them optimize the use of our products and services.
• Maintain Product Expertise: Serve as a knowledgeable resource, ensuring clients receive accurate, relevant, and up-to-date information.
• Track Interactions: Log and document all client communications in our internal systems to support cross-functional collaboration and relationship management.

Requirements

• Experience in a client support role (preferred)
• Excellent written and verbal communication skills
• Strong problem-solving abilities and a proactive, positive attitude
• Committed to delivering exceptional service that exceeds client expectations
• Strong time-management and organizational skills

Benefits

• Health insurance
• Retirement savings options
• Remote work opportunities
• Access to professional development and training
• Corporate discounts
• Paid travel and attendance to exclusive industry seminars and conferences