Customer Support Representative Remote – Legacy Wealth Associates At Legacy Wealth Associates , we believe exceptional client support is the foundation of lasting financial relationships.
We’re looking for a Customer Support Representative who can be the reassuring, knowledgeable voice our clients rely on when making important financial decisions.
This role is perfect for someone who thrives on clear communication, values precision, and enjoys guiding clients toward solutions that matter.
What You’ll Do Serve as the first point of contact for client questions and service requests via phone, email, and virtual meetings.
Offer clear, step-by-step guidance to help clients understand processes and feel confident in their next steps.
Provide accurate information about our products, services, and policies.
Proactively follow up on open inquiries to ensure timely resolution.
Keep detailed records of client interactions to maintain continuity and a personal touch.
Stay current on company offerings to provide knowledgeable and relevant support.
What We’re Looking For Prior experience in customer service, client relations, or administrative support (financial services experience is a plus, but not required).
Excellent verbal and written communication skills.
Strong organizational habits with a high level of accuracy.
A calm, professional demeanor—especially when troubleshooting or answering sensitive questions.
Comfort working independently in a remote setting while staying connected to a collaborative team.
What You’ll Gain Fully remote position with flexible scheduling options.
Comprehensive training and ongoing skill-building opportunities.
Access to industry events and professional networking.
Health insurance options and retirement savings support.
Exclusive partner discounts and perks.
About Us Legacy Wealth Associates is dedicated to helping families protect and grow their wealth through strategic financial planning.
We combine personalized service with practical solutions, ensuring every client feels informed and confident in their decisions.
If you’re ready to put your client service skills to work in a role that makes a tangible impact, apply today to join the Legacy Wealth Associates team.
Powered by JazzHR
Customer Support Representative • Richmond, VA, US
A healthcare company is seeking a Customer Care Representative II to provide assistance to customers regarding insurance benefits and claims.This virtual position offers full-time flexibility and r... Show more
Greetings,We are hiring for the position mentioned below :Title :ERP Applications AnalystLocation :RemoteDuration :3 Months plusInterview :Web Cam Interview OnlyThis is NOT a systems development ro... Show more
Position Title :Systems Integration EngineerLocation :Charleston, SC (Remote)Onsite Requirements :100% RemoteClearance Requirements :None requiredPosition Status :Full Time, Direct HirePay Rate :$9... Show more
We are a customer acquisition and support firm that partners with national telecommunications providers (such as Verizon) to support fiber internet and account services through in-person, customer-... Show more
Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100... Show more
Flynn Fitness is one of seven premier brands of Flynn Group, which has grown to be the largest franchise operator in the world.Flynn owns and operates a diversified portfolio of restaurants in icon... Show more
Associate must be at least 18 years old to be considered for this position.As one of our seasonal Tech Services associates, you can work and learn more to gain skills from our experienced Maintenan... Show more
As client-facing professionals, Medical Receptionists play a key role in representing a practice within the community.Duties and responsibilities for this role typically include: Proficiency in con... Show more
With $1,000 in his pocket, Allen Lund made the brave decision to start his own transportation brokerage company.It was 1976, when Allen Lund Company formally opened the first office in Los Angeles.... Show more
The Inbound / CS Sales Representative works remote from home and interfaces with customers via inbound calls.This position will provide sales, customer service support and resolution of routine pro... Show more
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more
Customs and Border Protection Officer (CBPO) .Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of... Show more
Job Title: Work From Home Customer Service Representative.As a Work From Home Customer Service Representative at Amazon, you will be the first point of contact for customers seeking assistance.You ... Show more
Business Development Representative - Recovery.The Business Development Representative is responsible for growing the facility's lines of service and levels of care as defined by management by deve... Show more
We're currently looking for individuals across the country to take part in online market research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your... Show more
