Client Account Manager
Job Description
Job Description
Client Account Manager
Legacy Wealth Associates, LLC – Remote Opportunity
Make every client interaction count.
At Legacy Wealth Associates, we work with individuals and families to design strategies that help protect and grow their financial future. As a Client Account Manager, you will be the central point of contact for your clients—building relationships, ensuring their needs are met, and helping them navigate their financial plans with confidence.
Key Responsibilities
Client Communication: Serve as the primary contact for assigned clients, responding promptly to questions and requests.
Account Oversight: Monitor client accounts, track progress toward goals, and ensure services are delivered accurately and on time.
Problem-Solving: Identify and resolve concerns quickly, coordinating with internal teams when necessary.
Documentation: Keep detailed and organized records of all client interactions and updates.
Collaboration: Work closely with other departments to ensure a seamless client experience.
Qualifications
Experience in account management or a customer-facing role preferred.
Strong interpersonal skills with the ability to build rapport and trust.
Highly organized and able to manage multiple priorities.
A proactive approach to client service.
Comfortable working independently in a remote environment.
What We Offer
Flexible, fully remote work environment.
Health insurance coverage.
Retirement savings plan.
Paid travel to company and industry events.
Ongoing training and career development opportunities.
If you are passionate about building strong client relationships and want to be part of a mission-driven organization, we invite you to apply and grow with Legacy Wealth Associates.
Powered by JazzHR
dynS2oSqhe
Recommended Jobs
Technologist Assistant
Join the fastest growing outpatient radiology practice in the Nation- SimonMed Imaging! Our commitment to excellence and improving patient care paired with the best in class technology allows us to b…
ENT/Otolaryngology - Non-Profit Medical Group in Phoenix , AZ - Sign-On Bonus
A physician-owned, non-profit, integrated medical group in Phoenix is adding an Otolaryngologist to their team! The group includes over 650 providers across all major medical and surgical specia…
Restaurant Housekeeping
Main Responsibilities of a Cleaner/Janitor: Keep buildings in a clean condition Perform all heavy-duty cleaning Perform regular maintenance activities Engage in repair activities when nee…
Care Experience Coordinator - Staffing Coordinator
Aveanna Healthcare is growing!! We are seeking a Staffing Coordinator/ Care Experience Coordinator to join our dynamic team in Phoenix, CA. Pay: $23/HR + Quarterly Incentive Eligibility Benef…
Product Marketing Manager
The Company Versaterm is a global public safety solutions company helping agencies transform how they serve their communities. Since 1977, we've been building an ecosystem of intuitive tools desig…
Dishwasher at Bourbon & Bones Chophouse- Old Town Scottsdale
Job Description Job Description Description: Job Summary: Bourbon & Bones Chophouse - Old Town Scottsdale is seeking a reliable and efficient Dishwasher to join the team. The ideal candidate …
Temporary Stockroom Associate
Coach is seeking a Temporary Stockroom Associate at the Chandler Fashion Center in Chandler, AZ. This role involves organizing the stockroom, processing shipments, and collaborating with the sales tea…
Software Engineer 2
Job Title Software Engineer 2 Job Category Exempt Reports To Software Manager Location Scottsdale, AZ (Remote-friendly) Job Description & Overview NTI is seeking a Software …
bealls Operations Supervisor
Position: OPERATIONS SUPERVISOR Come join a team that brings a people-first approach to everything we do! bealls and Home Centric are a part of Bealls Inc., a family owned and operated business wh…
IT Help Desk Support - Level III
Summary Our client is a leading IT Solutions Company in the Tucson, AZ area and they are in need of a Help Desk Support Level III Technician . An IT Technician’s role is to ensure system opera…