Client Services Representative

Legacy Wealth Associates • Orlando, FL

13h • Remote

About The Position

Legacy Wealth Associates is seeking a Client Services Representative who will play a vital role in delivering a seamless and supportive experience for our clients. In this position, you’ll act as a welcoming resource—ensuring questions are answered, concerns are addressed, and clients feel confident in every step of their financial journey. Your contribution directly supports families as they work to safeguard their assets and build long-term financial security.

Requirements

• Strong communication skills, both written and verbal.
• Highly organized with the ability to balance multiple priorities efficiently.
• Professional demeanor with a thoughtful, client-centered mindset.
• Comfortable managing responsibilities independently in a fully remote environment.

Nice To Haves

• Background in customer support or administrative roles is advantageous, though not mandatory.

Responsibilities

• Engage with clients through phone conversations, email communication, and virtual appointments.
• Share clear, accurate details about available services and financial solutions.
• Identify client needs and connect them with appropriate team members or resources.
• Maintain detailed, well-organized documentation of client interactions.
• Conduct timely follow-ups to reinforce satisfaction and strengthen relationships.

Benefits

• Flexible remote work structure.
• Access to health coverage options.
• Retirement planning guidance and resources.
• Company-sponsored travel for training sessions and events.
• Continued mentorship and career advancement support.
• Savings and perks through partner programs.

What This Job Offers

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