Customer Service Representative Job at Legacy Wealth Associates, LLC, Frisco, TX

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  • Legacy Wealth Associates, LLC
  • Frisco, TX

Job Description

Legacy Wealth Associates, LLC is seeking a dedicated and proactive Customer Service Representative to join our growing team. In this role, you’ll play a key part in ensuring client satisfaction by handling inquiries, resolving concerns, and sharing in-depth knowledge of our services.

What You’ll Do:

  • Respond to Client Inquiries: Manage incoming calls and emails, providing timely and helpful support to clients. Most interactions will take place over Zoom.

  • Support Client Success: Offer personalized guidance to help clients effectively utilize our services to meet their financial goals.

  • Stay Informed: Maintain strong product knowledge to ensure accurate and strategic communication with clients.

  • Document Interactions: Log customer communications in our internal systems to support collaboration and relationship building across teams.

What We’re Looking For:

  • 1–2 years of proven experience in client support or customer success

  • Strong verbal and written communication skills

  • Ability to resolve issues with professionalism, empathy, and a solution-oriented mindset

  • A commitment to providing exceptional, client-first service

  • Excellent organizational and time-management skills

  • Willingness to obtain required licenses within two weeks of onboarding

About Legacy Wealth Associates, LLC:

Legacy Wealth Associates, LLC is a mission-driven financial services firm committed to empowering families through financial education and strategic planning.

We foster a work environment focused on community impact, continuous learning, and professional growth.

Perks and Benefits:

  • Health insurance and retirement savings options

  • Ongoing financial education and professional development

  • Company bonus programs and exclusive employee discounts

Note: This is a 100% Remote (Work from Home) Position.

Join us in making a lasting difference—one family at a time.

Job Tags

Remote job,

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