Customer Support Representative

Customer Support Representative Remote – Legacy Wealth Associates

At Legacy Wealth Associates, we believe exceptional client support is the foundation of lasting financial relationships. We’re looking for a Customer Support Representative who can be the reassuring, knowledgeable voice our clients rely on when making important financial decisions.

This role is perfect for someone who thrives on clear communication, values precision, and enjoys guiding clients toward solutions that matter.

• Serve as the first point of contact for client questions and service requests via phone, email, and virtual meetings.

• Offer clear, step-by-step guidance to help clients understand processes and feel confident in their next steps.

• Provide accurate information about our products, services, and policies.

• Proactively follow up on open inquiries to ensure timely resolution.

• Keep detailed records of client interactions to maintain continuity and a personal touch.

• Stay current on company offerings to provide knowledgeable and relevant support.

• Prior experience in customer service, client relations, or administrative support (financial services experience is a plus, but not required).

• Excellent verbal and written communication skills.

• Strong organizational habits with a high level of accuracy.

• A calm, professional demeanor—especially when troubleshooting or answering sensitive questions.

• Comfort working independently in a remote setting while staying connected to a collaborative team.

• Fully remote position with flexible scheduling options.

• Comprehensive training and ongoing skill-building opportunities.

• Access to industry events and professional networking.

• Health insurance options and retirement savings support.

• Exclusive partner discounts and perks.

About Us Legacy Wealth Associates is dedicated to helping families protect and grow their wealth through strategic financial planning. We combine personalized service with practical solutions, ensuring every client feels informed and confident in their decisions.

If you’re ready to put your client service skills to work in a role that makes a tangible impact, apply today to join the Legacy Wealth Associates team.