Customer Service Associate - Remote

Overview

Join Legacy Wealth Associates as a Customer Service Associate, where you will serve as a warm, reliable touchpoint for families building financial security and protecting their futures.

In Short

• Serve clients through Zoom, phone, and email.
• Educate clients on financial tools.
• Stay informed on financial strategies.
• Document client interactions for follow-up.
• Experience in customer service is a plus.
• Clear communication skills are essential.
• Resourceful problem-solving approach.
• Strong organizational skills required.
• Desire to help others is important.
• Flexible remote work options available.

Requirements

• Experience in customer service, coordination, or administrative support is welcome.
• Clear, warm communication skills, whether on the phone or over email.
• A positive, resourceful approach to solving challenges.
• Strong organizational skills and a commitment to following through on tasks.
• A genuine desire to help others feel informed, supported, and confident.

Benefits

• Flexible remote work options.
• Health and wellness benefits.
• Retirement planning guidance.
• Ongoing training and mentorship.
• Access to financial industry conferences.
• Discounts through affiliate partner programs.