Legacy Wealth Associates, LLC is looking for a customer service representative to join our team. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge.
The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.
Responsibilities:
- Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues. Most client meetings will be conducted via Zoom.
- Consult on customer success - Advise clients on how to successfully leverage the product/service based on their unique needs.
- Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
- Track interactions - Record customers interactions in internal system for cross-functional awareness and relationship development.
Requirements:
- 1-2 years proven experience in supporting client success
- Excellent written and verbal communication skills
- Ability to address complaints and issues with effective solutions and a positive attitude
- Passion for delighting customers with above and beyond service
- Excellent time-management and prioritization skills.
- Ability to obtain necessary licenses within 2-week timeframe.
About Legacy Wealth Associates, LLC:
Legacy Wealth Associates, LLC is a financial services organization dedicated to helping families achieve financial literacy and independence.
Our employees enjoy a work culture that promotes financial education and community impact.
Company benefits include health insurance, retirement savings and professional development, etc.
Employees can also take advantage of ongoing financial education, company bonus programs, and special company discounts.