Client Services Representative

Legacy Wealth Associates; Los Angeles (CA); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading company in financial services is looking for a Client Services Representative to be the first point of contact for clients. This role involves responding to inquiries, providing tailored guidance, and maintaining records for seamless coordination across departments. Candidates should possess strong communication skills and a proactive approach to service.

Benefits

Remote and flexible work options

Health insurance coverage

Retirement savings opportunities

Ongoing training and career development

Special access to corporate discounts

Paid travel to company and industry events

Qualifications

• Experience in a service or support role preferred.
• Strong communication skills and a people-first mindset.
• Detail-oriented and highly organized.

Responsibilities

• Respond to client emails and phone calls with professionalism.
• Understand each client’s needs and offer tailored service suggestions.
• Log interactions and updates in the system for coordination.

Skills

Communication skills

Problem-solving

Organization skills

Job description

Legacy Wealth Associates, LLC – Remote Opportunity

Help families build a legacy—one conversation at a time.

At Legacy Wealth Associates, we believe financial education should feel personal, empowering, and reliable. As our newest client services representative, you’ll be the first point of contact for clients looking for clarity, support, and guidance. Your role will be critical in shaping positive, lasting relationships that support our mission of financial empowerment.

Legacy Wealth Associates, LLC – Remote Opportunity

Help families build a legacy—one conversation at a time.

At Legacy Wealth Associates, we believe financial education should feel personal, empowering, and reliable. As our newest client services representative, you’ll be the first point of contact for clients looking for clarity, support, and guidance. Your role will be critical in shaping positive, lasting relationships that support our mission of financial empowerment.

What You’ll Do:

• Support with Purpose: Respond to client emails and phone calls with professionalism, patience, and problem-solving
• Tailored Guidance: Understand each client’s needs and offer service suggestions that align with their financial goals
• Be a Trusted Resource: Stay up to speed on our services so you can confidently share accurate and useful information
• Keep Us Connected: Log interactions and updates in our system to ensure smooth coordination across departments
  
  

What We’re Looking For:

• Experience in a service or support role (preferred, but not required)
• Strong communication skills and a people-first mindset
• A proactive approach to resolving questions and concerns
• Detail-oriented and highly organized
• A desire to grow with a purpose-driven company
  
  

What You’ll Get:

• Remote and flexible work options
• Health insurance coverage
• Retirement savings opportunities
• Ongoing training and career development
• Special access to corporate discounts
• Paid travel to company and industry events
  
  

Ready to make a real difference?

If you're passionate about helping others and want to be part of a mission that matters, we’d love to connect with you. Apply today and grow with Legacy Wealth Associates.

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Internet Publishing

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