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Customer Service Representative

Legacy Wealth Associates

Las Vegas (NV)

Remote

USD 25,000 - 75,000

Full time

30+ days ago

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Job summary

Legacy Wealth Associates is seeking a motivated and detail-oriented Customer Service Representative. In this role, you'll ensure excellent customer interactions, help clients achieve financial goals, and maintain extensive knowledge of offerings. The position offers health coverage, retirement plans, and flexible work.

Benefits

Health coverage options
Retirement savings plans
Remote/flexible work opportunities
Access to continuous training and professional development
Special pricing through corporate discounts
Paid travel to high-level industry events and seminars

Qualifications

  • Prior experience in customer support or account management (a plus)
  • Clear, professional communication—both written and spoken
  • Solutions-focused mindset with strong critical thinking skills

Responsibilities

  • Answer incoming customer inquiries via Zoom, calls, and emails.
  • Help customers make the most of our solutions with personalized recommendations.
  • Accurately log all interactions and updates in our internal systems.

Skills

Customer service
Communication
Critical thinking
Organizational skills

Job description

About the Role:

Legacy Wealth Associates is on the lookout for a motivated and detail-oriented Customer Service Representativeto become a key player on our expanding team. In this role, you’ll be the go-to contact for customer support—ensuring every customer interaction is handled with care, clarity, and professionalism. We’re looking for someone who thrives in a service-driven environment and is passionate about delivering real value.

About the Role:

Legacy Wealth Associates is on the lookout for a motivated and detail-oriented Customer Service Representativeto become a key player on our expanding team. In this role, you’ll be the go-to contact for customer support—ensuring every customer interaction is handled with care, clarity, and professionalism. We’re looking for someone who thrives in a service-driven environment and is passionate about delivering real value.

What You’ll Do:

  • Customer Engagement: Answer incoming customer inquiries via Zoom, calls, and emails, addressing questions, resolving issues, and delivering fast, friendly, and accurate support
  • Strategic Support: Help customers make the most of our solutions by providing thoughtful, personalized recommendations aligned with their financial goals
  • Stay Informed: Maintain strong knowledge of our offerings so you can confidently provide customers with up-to-date and relevant guidance
  • Documentation: Accurately log all interactions and updates in our internal systems to ensure team alignment and high-quality relationship management

What You Bring:

  • Prior experience in customer support, customer service, or account management (a plus but not required)
  • Clear, professional communication—both written and spoken
  • A solutions-focused mindset with strong critical thinking skills
  • Dedication to going above and beyond to support customers
  • Exceptional organizational and time management abilities

Why Join Legacy Wealth Associates?

At Legacy Wealth Associates, we’re more than a financial firm—we’re a mission-driven organization committed to helping families build financial strength and lasting legacies. Our culture is collaborative, supportive, and growth focused. If you're passionate about making a difference, you'll feel right at home here.

Perks & Benefits:

  • Health coverage options
  • Retirement savings plans
  • Remote/flexible work opportunities
  • Access to continuous training and professional development
  • Special pricing through corporate discounts
  • Paid travel to high-level industry events and seminars

Ready to make an impact?

If you’re driven to provide exceptional service and want to be part of a purpose-filled team, we’d love to hear from you. Apply today and help us build a legacy by helping people, one family at a time.

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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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