Do you thrive on making others feel heard, supported, and valued? Legacy Wealth Associates, LLC is looking for a
Customer Support Specialist who brings warmth, clarity, and professionalism to every customer interaction. In this vital role, you'll be the first voice our clients hear, helping them navigate their financial journey with confidence and care.
What You'll Be Doing:
- Serve as the primary point of contact for customer inquiries via phone, email, and Zoom
- Deliver friendly, informed guidance on our financial tools and services
- Resolve questions and concerns with empathy, accuracy, and a personal touch
- Log customer communications and maintain up-to-date records in our systems
- Stay informed on our evolving offerings to better assist clients
You Might Be a Great Fit If You:
- Have at least one year of experience in customer support, client success, or office admin
- Communicate with clarity, professionalism, and a genuinely helpful attitude
- Excel at troubleshooting and problem-solving with a calm, compassionate mindset
- Keep things organized and meet deadlines with ease-even when juggling multiple tasks
- Are open to pursuing any licensing needed within your first two weeks (we'll support you.)
About Legacy Wealth Associates, LLC: We're a mission-driven financial services firm helping families across the country build lasting wealth. With a focus on education, integrity, and empowerment, we prioritize people over profits and relationships over transactions.
What We Offer:
- Remote opportunity with flexible hours
- Health insurance and retirement plan access
- Training, development, and opportunities for growth
- Performance-based bonuses and exclusive team perks
If you're ready to make a real impact in people's lives while growing your career, we'd love to hear from you.