Client Services Representative

Client Services Representative
Remote – Legacy Wealth Associates

Position Overview

Legacy Wealth Associates is seeking a Client Services Representative who will play a vital role in delivering a seamless and supportive experience for our clients. In this position, you’ll act as a welcoming resource—ensuring questions are answered, concerns are addressed, and clients feel confident in every step of their financial journey.

Your contribution directly supports families as they work to safeguard their assets and build long-term financial security.

Core Responsibilities

• Engage with clients through phone conversations, email communication, and virtual appointments.

• Share clear, accurate details about available services and financial solutions.

• Identify client needs and connect them with appropriate team members or resources.

• Maintain detailed, well-organized documentation of client interactions.

• Conduct timely follow-ups to reinforce satisfaction and strengthen relationships.

Skills & Experience

• Strong communication skills, both written and verbal.

• Highly organized with the ability to balance multiple priorities efficiently.

• Professional demeanor with a thoughtful, client-centered mindset.

• Background in customer support or administrative roles is advantageous, though not mandatory.

• Comfortable managing responsibilities independently in a fully remote environment.

Benefits & Opportunities

• Flexible remote work structure.

• Access to health coverage options.

• Retirement planning guidance and resources.

• Company-sponsored travel for training sessions and events.

• Continued mentorship and career advancement support.

• Savings and perks through partner programs.

About Legacy Wealth Associates

Legacy Wealth Associates partners with families to protect their financial well-being and create sustainable wealth strategies. We operate with transparency, integrity, and a commitment to long-term client relationships—because true financial confidence is built on trust and thoughtful guidance.