Job Description
Job Description
Customer Service Associate
Remote | Legacy Wealth Associates
At Legacy Wealth Associates, our mission is simple: help families protect their future and build lasting wealth. We’re searching for a Customer Service Associate who can be the steady, reassuring presence our clients count on when navigating important financial decisions.
If you enjoy connecting with people, simplifying complex ideas, and ensuring every detail is handled with care, you’ll thrive in this role.
What You’ll Be Doing
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Act as the go-to contact for clients, providing friendly, prompt, and accurate assistance.
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Communicate via phone, email, and virtual meetings to address questions and provide guidance.
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Explain financial concepts in everyday language so clients feel informed and confident.
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Keep organized records of conversations to support seamless teamwork and follow-up.
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Stay updated on our latest offerings to provide relevant, timely information.
What Makes You a Great Fit
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Strong written and verbal communication skills.
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Attention to detail and an organized approach to managing multiple priorities.
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A calm, professional manner when solving client challenges.
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Willingness to learn about financial services (experience is a plus, but not required).
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Self-motivation and reliability in a remote work environment.
Why Join Us
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100% remote work with flexible scheduling.
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Health insurance options.
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Retirement plan resources and guidance.
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Ongoing training, mentorship, and career development.
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Invitations to financial industry events and networking opportunities.
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Partner discounts and special offers.
About Us
Legacy Wealth Associates helps individuals and families create clear, confident paths toward their financial goals. We value integrity, clarity, and lasting client relationships—because we know that real impact comes from more than just numbers.
If you’re ready to make a meaningful difference while building your career, apply today to join Legacy Wealth Associates as a Customer Service Associate.
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