Customer Support Representative - Remote

Overview

As a Customer Support Representative at Legacy Wealth Associates, you will be the reassuring, knowledgeable voice our clients rely on when making important financial decisions.

In Short

• Serve as the first point of contact for client questions and service requests via phone, email, and virtual meetings.
• Offer clear, step-by-step guidance to help clients understand processes and feel confident in their next steps.
• Provide accurate information about our products, services, and policies.
• Proactively follow up on open inquiries to ensure timely resolution.
• Keep detailed records of client interactions to maintain continuity and a personal touch.
• Stay current on company offerings to provide knowledgeable and relevant support.

Requirements

• Prior experience in customer service, client relations, or administrative support (financial services experience is a plus, but not required).
• Excellent verbal and written communication skills.
• Strong organizational habits with a high level of accuracy.
• A calm, professional demeanor—especially when troubleshooting or answering sensitive questions.
• Comfort working independently in a remote setting while staying connected to a collaborative team.

Benefits

• Fully remote position with flexible scheduling options.
• Comprehensive training and ongoing skill-building opportunities.
• Access to industry events and professional networking.
• Health insurance options and retirement savings support.
• Exclusive partner discounts and perks.