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.
Be 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.
Flexible 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.
...to support the continuous growth of their family of restaurants in New Orleans. Currently that includes Herbsaint, Cochon, Cochon Butcher, Peche Seafood Grill, Gianna, La Boulangerie and Calcasieu Private Dining. Growing up in south Louisiana taught Chef Link about the...
Hiring immediately for Forklift Operator - Cherry Picker jobs at Elogistics. Pay starting at $19.00 per hour, openings on all shifts. High School Diploma or GED 1+ year related forklift, cherry picker experience Valid driver's license OSHA forklift certification...
As a fast growing restaurant & Bar located in Nantong city,Jiangsu Province is currently looking for
...opinions on major antitrust legal actions against Big Tech (including Apple, Amazon and Facebook), Big Pharma, Big Finance and Big Agriculture. Meanwhile our original and innovative investigations into river sewage and Covid-19 have led to national press coverage. Our...
...Job Description IBM WebSphere Commerce Developer Location: Fremont, CA Duration: 1+ year contract Job Description Design, build and configure applications to meet business process and application requirements. Looking for IBM WCS Platform developer NOT...