[Hiring] Customer Support Representative @Legacy Wealth Associates, LLC

Legacy Wealth Associates, LLC; Deutschland; Remote; EUR 30.000 - 45.000; Vollzeit

Zusammenfassung

An established financial services company is seeking a Customer Support Representative to provide exceptional service to clients. This remote position allows you to assist clients with their inquiries, ensuring they receive clear and accurate information while maintaining a professional demeanor. Ideal candidates will possess prior customer service experience and excellent communication skills. Enjoy flexible scheduling, comprehensive training, and opportunities for professional growth.

Leistungen

Health insurance options

Retirement savings support

Professional networking access

Flexible scheduling options

Qualifikationen

• Prior experience in customer service or client relations.
• Strong written and verbal communication abilities.
• Excellent organizational skills with attention to detail.

Aufgaben

• Serve as the first point of contact for client inquiries.
• Provide accurate information about products and services.
• Maintain detailed records of client interactions.

Kenntnisse

Verbal Communication

Written Communication

Organizational Skills

Adaptability

Jobbeschreibung

Aug 18, 2025 - Legacy Wealth Associates, LLC is hiring a remote Customer Support Representative. Location: USA.

Customer Support Representative
Remote – Legacy Wealth Associates

At Legacy Wealth Associates, we believe exceptional client support is the foundation of lasting financial relationships. We’re looking for a Customer Support Representative who can be the reassuring, knowledgeable voice our clients rely on when making important financial decisions.

This role is perfect for someone who thrives on clear communication, values precision, and enjoys guiding clients toward solutions that matter.

What You’ll Do

• Serve as the first point of contact for client questions and service requests via phone, email, and virtual meetings.

• Offer clear, step-by-step guidance to help clients understand processes and feel confident in their next steps.

• Provide accurate information about our products, services, and policies.

• Proactively follow up on open inquiries to ensure timely resolution.

• Keep detailed records of client interactions to maintain continuity and a personal touch.

• Stay current on company offerings to provide knowledgeable and relevant support.

What We’re Looking For

• Prior experience in customer service, client relations, or administrative support (financial services experience is a plus, but not required).

• Excellent verbal and written communication skills.

• Strong organizational habits with a high level of accuracy.

• A calm, professional demeanor—especially when troubleshooting or answering sensitive questions.

• Comfort working independently in a remote setting while staying connected to a collaborative team.

What You’ll Gain

• Fully remote position with flexible scheduling options.

• Comprehensive training and ongoing skill-building opportunities.

• Access to industry events and professional networking.

• Health insurance options and retirement savings support.

• Exclusive partner discounts and perks.

About Us
Legacy Wealth Associates is dedicated to helping families protect and grow their wealth through strategic financial planning. We combine personalized service with practical solutions, ensuring every client feels informed and confident in their decisions.

If you’re ready to put your client service skills to work in a role that makes a tangible impact, apply today to join the Legacy Wealth Associates team.

Experience Requirements

Entry Level