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.
...representative of HIM in the community, building strong partnerships with local leaders, employers, churches, and organizations. Inspire and motivate students, volunteers, alumni, and community partners to collaborate toward HIMs mission of transforming lives. Build and...
Check this out! Wednesdays just got a whole lot more exciting because we're bringing you Walk-In-Wednesday! Stop by our community to explore the many new and exciting, in-demand careers with representatives from each department in one location. When: Every Wednesday...
Responsibilities: Join the leading beverage provider, Reyes Coca-ColaBottling! Shift: Full Time, Monday - Friday, 9:00pm start Benefits: Union, Medical, Dental, Vision, Retirement, Vacation Hourly Pay Rate:$18.19 If you enjoy our products, youll really enjoy being a...
...treatment delivery including, but not limited to, stereotactic radiosurgery (SRS), stereotactic radiotherapy (SRT) and GTC frame fitting, HDR treatment planning, prostate seed/strand implants, IMRT treatment techniques implementation and IMRT QA, etc. # Participates in...
...The Apparel Design team is looking for a hard-working design intern who is eager to gain hands-on experience with integral tasks, processes, and functions found... ...Currently pursuing a B.A. in Menswear, Fashion Design, Technical Design, or related major Strong...