Client Services Representative

Job Description

Job Description

Client Services Representative

Remote – Legacy Wealth Associates

About the Role

We’re looking for a Client Services Representative to serve as the first point of contact for our clients—answering questions, offering guidance, and making sure every interaction is smooth and stress-free. Your work will help families feel supported as they protect and grow their financial futures.

Key Responsibilities

Communicate with clients via phone, email, and virtual meetings.

Provide accurate information about our services and solutions.

Understand client needs and guide them to the right resources.

Keep clear, organized records of all interactions.

Follow up proactively to ensure client satisfaction.

Qualifications

Strong verbal and written communication skills.

Organized, detail-focused, and able to manage multiple tasks.

A calm and professional approach to client needs.

Previous customer service or administrative experience is helpful but not required.

Comfortable working independently in a remote setting.

What We Offer

Flexible remote work arrangements.

Health insurance options.

Retirement planning support.

Paid travel to company events and training.

Ongoing mentorship and professional development.

Discounts through partner programs.

About Legacy Wealth Associates

We help families protect what matters most, build generational wealth, and make confident financial decisions. Our approach blends integrity, clarity, and long-term relationships to deliver lasting impact.

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