We're Hiring!

Client Service Representative (Remote)

About the Role
We are seeking highly motivated individuals with an entrepreneurial mindset for the role of Client Service Representative. This position closely aligns with the responsibilities of a Business Development Representative, providing an exciting opportunity to work directly with financial advisors and support their client growth efforts. If you're interested, apply now, and our recruiting team will be in touch within 24–48 hours.

About Legacy Wealth Associates
Legacy Wealth Associates operates globally, helping clients achieve financial stability and growth. Our expertise spans a wide range of services, including:

• Retirement planning (401k, IRAs)
• Investments (stocks, bonds, mutual funds)
• Life insurance
• Education funding for children
• Tax-saving strategies for businesses and individuals

We operate in a dynamic industry, with nearly $3 trillion in financial movement annually. Our mission is to empower individuals and families to take control of their financial futures. Guided by our motto, “Leave no family behind,” we provide personalized solutions and financial education to help clients make informed decisions.

Why This Industry?
With evolving market trends, more people are taking control of their pensions, properties, and investment accounts. Millennials and Gen Z, in particular, are prioritizing financial literacy and future planning. At Legacy Wealth Associates, we help clients explore better options and provide the education they need to make empowered financial choices.

Role Overview
As a Client Service Representative, you will support financial advisors by assisting clients throughout their journey. Your responsibilities will include operational tasks, follow-ups, and ensuring clients receive excellent service.

What You’ll Do

Client Onboarding:

• Guide clients through the onboarding process, ensuring their dashboards reflect accurate financial information.
• Facilitate account consolidation by collecting necessary statements/documents and tracking the transfer process.
• Coordinate with the operations team to ensure smooth and accurate account transitions.

Client Relationship Management:

• Conduct proactive quarterly check-ins with clients.
• Monitor advisor-client communication to maintain consistent engagement.
• Address client inquiries and anticipate their needs to provide exceptional service.

Meeting Preparation and Follow-Up:

• Review client dashboards and financial tools before consultations.
• Document meeting outcomes, schedule follow-ups, and facilitate the implementation of agreed-upon strategies.

Feedback and Continuous Improvement:

• Collaborate with cross-functional teams to address technical issues and incorporate client feedback.
• Escalate recurring challenges to inform product and process enhancements.

What We're Looking For:

• Passionate about client service and building meaningful relationships.
• A problem solver with the ability to work independently and collaboratively.
• Strong communication skills, adaptable to diverse client needs and attitudes.
• Detail-oriented with impeccable follow-through.
• Enthusiastic about contributing to a growing, mission-driven organization.

What We Offer

At Legacy Wealth Associates, we prioritize your effectiveness and potential. Our culture fosters collaboration and professional growth. You’ll work with a team of exceptional individuals who are dedicated to helping you succeed.

With $84 trillion projected to transfer to the next generation over the coming decades, our mission is to build trust and provide unparalleled service to manage this wealth effectively.

Compensation

• $100,000–$250,000 annually (base salary plus commissions).
• Equity compensation and retirement benefits.

Additional Details

• This is a fully remote role.
• Legacy Wealth Associates is an equal opportunity employer committed to fostering a diverse, inclusive, and authentic workplace.

Join Us
Be part of a team that’s transforming the financial industry and empowering families around the world. Apply today to start your journey with Legacy Wealth Associates!