Customer Support Representative

Remote – Legacy Wealth Associates Legacy Wealth Associates is seeking a Customer Support Representative to provide clear, attentive service to clients as they navigate important financial decisions. This role is an integral part of our commitment to delivering a consistent, high-quality client experience as we help families protect their financial futures. In this position, you will serve as a primary point of contact for clients, ensuring inquiries are handled with efficiency, professionalism, and care. Key Responsibilities

• Respond to client inquiries by phone, email, and Zoom, providing timely and accurate information
• Assist clients in understanding and utilizing the firm’s services, addressing questions and resolving concerns
• Guide clients through processes and next steps to ensure clarity and ease of experience
• Maintain up-to-date knowledge of company offerings to provide informed support
• Record and update client interactions in internal systems to facilitate organized and effective follow-up

Qualifications

• Experience in a client-facing or administrative support role is preferred
• Strong verbal and written communication skills
• Ability to manage multiple tasks with attention to detail and accuracy
• Professional, composed approach when addressing client questions or concerns
• Ability to work independently in a remote environment while maintaining accountability and organization

What We Offer

• Flexible remote work arrangements
• Health insurance options
• Retirement savings support
• Structured training and opportunities for ongoing professional development
• Participation in company and industry events
• Access to partner discounts and benefits

About Legacy Wealth Associates Legacy Wealth Associates helps families build and protect wealth with clarity and confidence. Our team values integrity, service, and long-term client relationships, ensuring that every interaction reflects our commitment to client success. If you are looking for a role where your attention to detail, communication skills, and commitment to client service will have a meaningful impact, we encourage you to apply to join Legacy Wealth Associates. Powered by JazzHR Sm03CrtWIQ