Customer Service Representative - Remote

Overview

At Legacy Wealth Associates, we believe that every client interaction is an opportunity to build trust and deliver meaningful support. We are seeking a Customer Service Representative to join our growing team and serve as a reliable, positive point of contact for our clients as they navigate their financial goals.

In Short

• Respond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communication.
• Provide information on services and resources available to help clients make informed decisions about their financial plans.
• Develop a thorough understanding of our services to share accurate and relevant details with clients.
• Record client interactions and updates to maintain accurate records and support team collaboration.

Requirements

• Experience in customer service, support, or client-facing roles is helpful but not required.
• Strong written and verbal communication skills.
• A proactive mindset with the ability to problem-solve and assist clients efficiently.
• High attention to detail and strong organizational skills.
• A genuine interest in helping clients feel informed and supported.

Benefits

• Flexible, remote work options
• Health insurance plans
• Retirement planning support
• Ongoing training and development opportunities
• Access to corporate discounts