Client Account Manager

Legacy Wealth Associates • Dallas, TX

1d • Remote

About The Position

Legacy Wealth Associates partners with individuals and families to implement strategies designed to protect assets and build long-term financial growth. As a Client Account Manager, you will oversee client relationships from a strategic level—serving as their trusted contact while ensuring their plans stay organized, accurate, and aligned with their goals. This position is centered on relationship management, accountability, and delivering a consistently high standard of service.

Requirements

• Previous experience in account management or a client-facing role is advantageous.
• Strong interpersonal skills with the ability to foster trust and long-term relationships.
• Excellent organizational and time-management abilities.
• Proactive, solutions-oriented mindset.
• Comfortable operating independently in a remote work setting.

Responsibilities

• Act as the dedicated contact for assigned clients, maintaining consistent and responsive communication.
• Review account activity, monitor progress toward financial objectives, and confirm services are executed properly and on schedule.
• Address questions or concerns efficiently, partnering with internal departments when coordination is required.
• Document client updates, communications, and action steps with precision.
• Collaborate with advisors and support staff to ensure a cohesive client experience.

Benefits

• Fully remote work structure with scheduling flexibility.
• Retirement savings program.
• Company-sponsored travel for industry conferences and events.
• Continuous professional development and advancement pathways.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed