Remote Client Success & Accounts Manager

Hong Kong Study Skills Research Institute; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible remote work environment

Health insurance coverage

Retirement savings plan

Paid travel to events

Ongoing training and career development

Job summary

Legacy Wealth Associates, LLC is looking for a Client Account Manager to act as the main point of contact for clients. You will build relationships and ensure clients' needs are met while helping them achieve their financial goals.

This role involves proactive client communication, monitoring accounts, and collaborating with various departments to provide excellent service. The position is fully remote, offering flexibility and growth opportunities.

Qualifications

• Experience in account management or a customer-facing role preferred.
• Strong interpersonal skills with the ability to build rapport and trust.
• Highly organized and able to manage multiple priorities.
• A proactive approach to client service.
• Comfortable working independently in a remote environment.

Responsibilities

• Serve as the primary contact for assigned clients, responding promptly to questions and requests.
• Monitor client accounts, track progress toward goals, and ensure services are delivered accurately and on time.
• Identify and resolve concerns quickly, coordinating with internal teams when necessary.
• Keep detailed and organized records of all client interactions and updates.
• Work closely with other departments to ensure a seamless client experience.

Skills

Account management experience

Interpersonal skills

Organizational skills

Proactive client service

Job description

Legacy Wealth Associates, LLC is looking for a Client Account Manager to act as the main point of contact for clients. You will build relationships and ensure clients' needs are met while helping them achieve their financial goals.

This role involves proactive client communication, monitoring accounts, and collaborating with various departments to provide excellent service. The position is fully remote, offering flexibility and growth opportunities.