Customer Service Associate

Customer Service Associate
Remote | Legacy Wealth Associates

Legacy Wealth Associates is dedicated to helping families secure their financial futures and create long-term stability. We are seeking a Customer Service Associate who can provide dependable support and serve as a trusted point of contact for our clients as they navigate important financial decisions.

This role is ideal for someone who enjoys building relationships, communicating clearly, and ensuring every interaction is handled with professionalism and care.

Primary Responsibilities

• Function as a central contact for client inquiries, delivering timely and accurate assistance.

• Communicate with clients through phone calls, email correspondence, and virtual meetings.

• Break down financial information into simple, easy-to-understand explanations.

• Document client interactions thoroughly to ensure consistent follow-up and team coordination.

• Remain informed about company services and updates to provide relevant guidance.

Qualifications & Skills

• Strong written and verbal communication abilities.

• Excellent organizational skills with close attention to detail.

• Calm, solution-focused approach when resolving concerns.

• Interest in financial services (prior experience is helpful but not required).

• Self-discipline and reliability in a remote work environment.

What We Provide

• Fully remote position with flexible scheduling options.

• Retirement planning education and resources.

• Ongoing mentorship, training, and professional development.

• Access to industry networking events.

• Partner discounts and exclusive offers.

About Legacy Wealth Associates

Legacy Wealth Associates works with individuals and families to develop clear, strategic financial pathways. We value transparency, integrity, and long-term relationships—because meaningful financial progress is built on trust as much as numbers.

If you're ready to contribute to a mission-driven team while advancing your career, we invite you to apply for the Customer Service Associate position today.