Job Description
Job Description
Overview:
Legacy Wealth Associates, LLC is seeking a dedicated and professional Client Services Representative to join our growing team. This individual will play a vital role in ensuring a superior client experience by addressing inquiries, resolving concerns, and offering knowledgeable support. The ideal candidate will have a client-centric mindset and consistently strive to provide exceptional service in every interaction.
Key Responsibilities:
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Manage Client Communications: Respond to inbound calls and emails, providing timely and effective support for client inquiries and service needs.
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Client Success Consultation: Offer strategic guidance tailored to each client's unique goals to help them optimize the use of our products and services.
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Maintain Product Expertise: Serve as a knowledgeable resource, ensuring clients receive accurate, relevant, and up-to-date information.
- Track Interactions: Log and document all client communications in our internal systems to support cross-functional collaboration and relationship management.
Qualifications:
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Experience in a client support role (preferred)
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Excellent written and verbal communication skills
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Strong problem-solving abilities and a proactive, positive attitude
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Committed to delivering exceptional service that exceeds client expectations
- Strong time-management and organizational skills
About Legacy Wealth Associates, LLC:
Legacy Wealth Associates, LLC is a trusted leader in the financial services industry, dedicated to helping families build lasting financial stability and generational wealth.
We foster a company culture rooted in empowerment, integrity, and legacy building, where our team members are encouraged to grow personally and professionally.
Employee Benefits Include:
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Health insurance
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Retirement savings options
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Remote work opportunities
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Access to professional development and training
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Corporate discounts
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Paid travel and attendance to exclusive industry seminars and conferences
If you're passionate about delivering outstanding service and want to be part of a mission-driven team, we invite you to apply and grow with Legacy Wealth Associates.
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