Customer Service Associate

Join Legacy Wealth Associates as a Customer Service Associate

Do you find purpose in helping others feel supported and confident in their financial journey? At Legacy Wealth Associates, we’re looking for a Customer Service Associate who will serve as a warm, reliable touchpoint for families building financial security and protecting their futures.

In this role, you will bring compassion, professionalism, and clear communication to every client interaction, ensuring each person you assist feels valued and understood.

What You’ll Do

Serve with care
Connect with clients on Zoom, by phone, and through email, ensuring a clear, reassuring experience every time.

Guide and educate
Break down complex financial tools into simple, relatable guidance that empowers clients to take their next steps confidently.

Stay informed
Keep current on our latest financial strategies to provide accurate, relevant information to clients.

Track and collaborate
Document client interactions and updates so our team can deliver consistent, personalized follow-up.

What We’re Looking For

• Experience in customer service, coordination, or administrative support is welcome, but we’re ready to train the right person with a learner’s mindset and a heart to serve.

• Clear, warm communication skills, whether on the phone or over email.

• A positive, resourceful approach to solving challenges.

• Strong organizational skills and a commitment to following through on tasks.

• A genuine desire to help others feel informed, supported, and confident.

Why Work with Legacy Wealth Associates

We are more than a financial services firm. We are a mission-driven community helping families protect what matters most, build generational wealth, and make confident financial decisions. When you join us, you step into a team that values integrity, service, and growth.

What We Offer

• Flexible remote work options

• Health and wellness benefits

• Retirement planning guidance

• Ongoing training and mentorship

• Access to financial industry conferences

• Discounts through affiliate partner programs

Ready to Make an Impact?

If you want your work to contribute to something bigger—helping families protect and grow their legacies—we would love to hear from you. Apply now to join Legacy Wealth Associates as a Customer Service Associate and start a rewarding journey where your dedication and care truly matter.