Job Details

At Legacy Wealth Associates, we believe that every client interaction is an opportunity to build trust and deliver meaningful support. We are seeking a Customer Service Representative to join our growing team and serve as a reliable, positive point of contact for our clients as they navigate their financial goals.In this role, you will contribute to our mission of helping families secure their financial futures by ensuring clients receive timely, clear, and attentive service.Key ResponsibilitiesRespond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communicationProvide information on services and resources available to help clients make informed decisions about their financial plansDevelop a thorough understanding of our services to share accurate and relevant details with clientsRecord client interactions and updates to maintain accurate records and support team collaborationWhat We're Looking ForExperience in customer service, support, or client-facing roles is helpful but not requiredStrong written and verbal communication skillsA proactive mindset with the ability to problem-solve and assist clients efficientlyHigh attention to detail and strong organizational skillsA genuine interest in helping clients feel informed and supportedWhy Work with UsLegacy Wealth Associates is committed to empowering families to build and protect their financial legacies. We foster a supportive and growth-oriented environment where your contributions directly impact the clients we serve. If you value teamwork and purpose-driven work, you will find a place here.BenefitsFlexible, remote work optionsHealth insurance plansRetirement planning supportOngoing training and development opportunitiesAccess to corporate discountsInterested in joining a team that makes a difference?We would love to learn more about you and explore how you can help us continue to provide exceptional service to the families we serve. Apply today to start your journey with Legacy Wealth Associates.Powered by JazzHRWc3xGX6J3SSeniority level Seniority level Entry levelEmployment type Employment type Full-timeJob function Job function OtherIndustries Internet PublishingReferrals increase your chances of interviewing at Legacy Wealth Associates by 2xGet notified about new Customer Service Representative jobs in Houston, TX .Bilingual Call Center Representative (English/Spanish) Remote Bilingual Call Center Representative | Spanish-English Marketing Account Manager (Experience With Faith-Based Communities - Remote) Contract Position: On-Call Benefits Enroller Houston, TX $107,000.00-$161,000.00 1 month agoHouston, TX $40,000.00-$40,000.00 20 hours ago(Virtual) Customer Service Representative Customer Service Representative - WORK FROM HOME Remote Bilingual Call Center Representative | Spanish-English Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services) Remote Bilingual Customer Experience Specialist (CXC)- Business Support Center EAS - Educating All Students (NY Teaching exam) Tutor Staff Product Manager, Consumer Account Management Houston, TX $140,000.00-$160,000.00 2 weeks agoClient Services Travel Representative | Work From Home Houston, TX $50,000.00-$70,000.00 2 weeks agoHouston, TX $35,000.00-$40,000.00 4 days agoEAS - Educating All Students (NY Teaching exam) Tutor Account Manager - Technical Sales- 3D Manufacturing Solutions Houston Customer Service - Finance Services - Work from home Houston, TX $3,500.00-$3,800.00 1 week agoEAS - Educating All Students (NY Teaching exam) Tutor Customer Success Representative – Business Clients Dallas-Fort Worth Metroplex $15.00-$17.00 8 hours agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr