Customer Service Representative

Legacy Wealth Associates; Houston (TX); Remote; USD 35,000 - 40,000; Full time

Benefits offered by this job

Flexible, remote work options

Health insurance plans

Retirement planning support

Ongoing training and development opportunities

Access to corporate discounts

Job summary

A financial services company in Houston is seeking a Customer Service Representative to serve as a reliable point of contact for clients. The role involves responding to inquiries, providing information, and ensuring clear communication. Ideal candidates will have strong communication skills and a detail-oriented approach. This position offers flexible, remote work options and opportunities for growth and development.

Qualifications

• Experience in customer service or client-facing roles is helpful but not required.
• High attention to detail and strong organizational skills.
• Genuine interest in helping clients feel informed and supported.

Responsibilities

• Respond promptly to client questions and requests through Zoom, phone, and email.
• Provide information on services and resources available to clients.
• Record client interactions and updates to maintain accurate records.

Skills

Strong written and verbal communication skills

Proactive mindset

Attention to detail

Problem-solving ability

Job description

At Legacy Wealth Associates, we believe that every client interaction is an opportunity to build trust and deliver meaningful support. We are seeking a Customer Service Representative to join our growing team and serve as a reliable, positive point of contact for our clients as they navigate their financial goals.

In this role, you will contribute to our mission of helping families secure their financial futures by ensuring clients receive timely, clear, and attentive service.

Key Responsibilities

• Respond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communication
• Provide information on services and resources available to help clients make informed decisions about their financial plans
• Develop a thorough understanding of our services to share accurate and relevant details with clients
• Record client interactions and updates to maintain accurate records and support team collaboration
  
  

What We’re Looking For

• Experience in customer service, support, or client-facing roles is helpful but not required
• Strong written and verbal communication skills
• A proactive mindset with the ability to problem-solve and assist clients efficiently
• High attention to detail and strong organizational skills
• A genuine interest in helping clients feel informed and supported
  
  

Why Work with Us

Legacy Wealth Associates is committed to empowering families to build and protect their financial legacies. We foster a supportive and growth-oriented environment where your contributions directly impact the clients we serve. If you value teamwork and purpose-driven work, you will find a place here.

Benefits

• Flexible, remote work options
• Health insurance plans
• Retirement planning support
• Ongoing training and development opportunities
• Access to corporate discounts
  
  

Interested in joining a team that makes a difference?

We would love to learn more about you and explore how you can help us continue to provide exceptional service to the families we serve. Apply today to start your journey with Legacy Wealth Associates.

Powered by JazzHR

Wc3xGX6J3S

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Internet Publishing

Referrals increase your chances of interviewing at Legacy Wealth Associates by 2x

Get notified about new Customer Service Representative jobs in Houston, TX.

Bilingual Call Center Representative (English/Spanish)

Remote Bilingual Call Center Representative | Spanish-English

Marketing Account Manager (Experience With Faith-Based Communities - Remote)

Contract Position: On-Call Benefits Enroller

Houston, TX $107,000.00-$161,000.00 1 month ago

Houston, TX $40,000.00-$40,000.00 20 hours ago

(Virtual) Customer Service Representative

Customer Service Representative - WORK FROM HOME

Remote Bilingual Call Center Representative | Spanish-English

Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services)

Remote Bilingual Customer Experience Specialist (CXC)- Business Support Center

EAS - Educating All Students (NY Teaching exam) Tutor

Staff Product Manager, Consumer Account Management

Houston, TX $140,000.00-$160,000.00 2 weeks ago

Client Services Travel Representative | Work From Home

Houston, TX $50,000.00-$70,000.00 2 weeks ago

Houston, TX $35,000.00-$40,000.00 4 days ago

EAS - Educating All Students (NY Teaching exam) Tutor

Account Manager - Technical Sales- 3D Manufacturing Solutions Houston

Customer Service - Finance Services - Work from home

Houston, TX $3,500.00-$3,800.00 1 week ago

EAS - Educating All Students (NY Teaching exam) Tutor

Customer Success Representative – Business Clients

Dallas-Fort Worth Metroplex $15.00-$17.00 8 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.