Customer Service Representative

Customer Service Representative
Remote | Legacy Wealth Associates

At Legacy Wealth Associates, we recognize that our clients rely on us for guidance that impacts their long-term financial well-being. We are seeking a Customer Service Representative who approaches each interaction with professionalism, patience, and a genuine commitment to helping others.

In this position, you will play an important role in supporting families as they make key financial decisions—ensuring they feel informed, respected, and confident throughout the process.

Position Responsibilities

• Serve as an accessible and reliable contact for client inquiries and service needs.

• Respond to questions and requests through phone, email, and virtual appointments.

• Present financial information in clear, straightforward language.

• Maintain thorough documentation of client communications to ensure accurate follow-through.

• Initiate follow-up outreach to confirm client satisfaction and continued progress.

What We’re Looking For

• Strong written and verbal communication abilities.

• Effective time management and attention to detail while balancing multiple tasks.

• Composed and professional demeanor in a variety of situations.

• Ability to work independently in a fully remote environment.

• Prior experience in customer service or administrative support is beneficial, though not mandatory.

Impact of the Role

Your work will extend beyond answering questions—you will help clients feel understood and supported as they plan for their future. Each interaction contributes to building trust and strengthening long-term relationships.

Benefits & Opportunities

• 100% remote position with flexible scheduling.

• Retirement planning resources.

• Ongoing professional development and training programs.

• Access to networking events and industry gatherings.

About Legacy Wealth Associates

Legacy Wealth Associates partners with families to protect, grow, and transition wealth with clarity and confidence. Our philosophy is grounded in integrity, education, and lasting relationships—because meaningful financial progress is built on trust.

If you’re ready to contribute to a client-centered organization where your work truly matters, we encourage you to apply.