Customer Support Representative
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Job Description
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.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.