Job Description
Customer Service Representative
Remote | Legacy Wealth Associates
At Legacy Wealth Associates , our clients trust us with more than numbers—they trust us with their future. We’re looking for a Customer Service Representative who can bring clarity, empathy, and professionalism to every interaction.
This is a client-focused role where you’ll be part educator, part problem-solver, and part guide—helping families feel confident as they make important financial decisions.
Your Role in the TeamBe a dependable first point of contact for clients, offering friendly and solution-oriented support.
Communicate through phone, email, and virtual meetings to answer questions and resolve requests.
Translate complex information into simple, easy-to-understand explanations.
Keep accurate, detailed records of client conversations for seamless follow-up.
Proactively check in with clients to ensure they’re on track with their goals.
Clear and confident communication skills, both written and verbal.
Ability to handle multiple priorities without losing attention to detail.
A calm, patient demeanor—even when navigating challenging situations.
Comfort working independently in a remote environment.
Customer service or administrative experience is a plus, but not required.
Every conversation you have will directly impact someone’s financial journey. You won’t just be answering questions—you’ll be making people feel heard, supported, and prepared for what’s ahead.
Perks & BenefitsFlexible scheduling with fully remote work.
Health coverage options.
Retirement plan support.
Ongoing professional training.
Invitations to industry events and networking opportunities.
About Legacy Wealth Associates
We help families protect, grow, and pass on their wealth with confidence. Our approach is rooted in integrity, education, and long-term relationships. If you want your work to make a meaningful difference in people’s lives, we’d love to hear from you.
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