Client Services Representative

Client Services Representative Remote – Legacy Wealth Associates About the Role We’re looking for a Client Services Representative to serve as the first point of contact for our clients—answering questions, offering guidance, and making sure every interaction is smooth and stress-free.

Your work will help families feel supported as they protect and grow their financial futures.

Key Responsibilities Communicate with clients via phone, email, and virtual meetings.

Provide accurate information about our services and solutions.

Understand client needs and guide them to the right resources.

Keep clear, organized records of all interactions.

Follow up proactively to ensure client satisfaction.

Qualifications Strong verbal and written communication skills.

Organized, detail-focused, and able to manage multiple tasks.

A calm and professional approach to client needs.

Previous customer service or administrative experience is helpful but not required.

Comfortable working independently in a remote setting.

What We Offer Flexible remote work arrangements.

Health insurance options.

Retirement planning support.

Paid travel to company events and training.

Ongoing mentorship and professional development.

Discounts through partner programs.

About Legacy Wealth Associates We help families protect what matters most, build generational wealth, and make confident financial decisions.

Our approach blends integrity, clarity, and long-term relationships to deliver lasting impact.

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