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Customer Service Representative - Remote

Posted 3 days ago
Customer Service
Full Time
USA

Overview

Legacy Wealth Associates, LLC is looking for a customer service representative to join our team. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge.

In Short

  • Manage inbound customer communications
  • Consult on customer success
  • Maintain working product knowledge
  • Track interactions

Requirements

  • 1-2 years proven experience in supporting client success
  • Excellent written and verbal communication skills
  • Ability to address complaints and issues with effective solutions and a positive attitude
  • Passion for delighting customers with above and beyond service
  • Excellent time-management and prioritization skills
  • Ability to obtain necessary licenses within 2-week timeframe.

Benefits

  • Health insurance
  • Retirement savings
  • Professional development
  • Ongoing financial education
  • Company bonus programs
  • Special company discounts
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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