Customer Service Associate

Legacy Wealth Associates • Houston, TX

23h • Remote

About The Position

Legacy Wealth Associates is dedicated to helping families secure their financial futures and create long-term stability. We are seeking a Customer Service Associate who can provide dependable support and serve as a trusted point of contact for our clients as they navigate important financial decisions. This role is ideal for someone who enjoys building relationships, communicating clearly, and ensuring every interaction is handled with professionalism and care.

Requirements

• Strong written and verbal communication abilities.
• Excellent organizational skills with close attention to detail.
• Calm, solution-focused approach when resolving concerns.
• Interest in financial services (prior experience is helpful but not required).
• Self-discipline and reliability in a remote work environment.

Responsibilities

• Function as a central contact for client inquiries, delivering timely and accurate assistance.
• Communicate with clients through phone calls, email correspondence, and virtual meetings.
• Break down financial information into simple, easy-to-understand explanations.
• Document client interactions thoroughly to ensure consistent follow-up and team coordination.
• Remain informed about company services and updates to provide relevant guidance.

Benefits

• Fully remote position with flexible scheduling options.
• Retirement planning education and resources.
• Ongoing mentorship, training, and professional development.
• Access to industry networking events.
• Partner discounts and exclusive offers.

What This Job Offers

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