Description
Legacy Wealth Associates serve locations across the US. We proudly help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, and more. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Why this industry? People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. We have the capability of sitting with people to give them better options for their future and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview:
As a Customer Service Representative- Work from Home Financial Services Associate, you'll work directly with leaders to support their efforts with clients in growing their client base. No telemarketing, but Business Development is the primary task. You'll be responsible for booking client meetings, developing relationships with clients, business development, operational tasks, completing follow-ups, and working to ensure our clients are well-served.
Job Duties as a Customer Service Representative- Work from Home Financial Services Associate:
- Support the onboarding process for new clients and manage accounts
- Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
- Consolidating accounts and keeping information confidential
- Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
- Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
- Work with the operations team to facilitate the transfer process and track the status of each account transfer
- Maintain relationships with existing clients and hunting for new clients
Qualifications:
- Business Development and Account Management experience A+
- Willing to obtain a license or already having a license A+
- Enjoy client services and create meaningful relationships with clients.
- Customer service skillset, sales background, and past remote work experience.
- A self-starter, independent, and entrepreneur minded as a Financial Service Client Representative
- Ability to act thoughtfully with teams across the company to articulate any recommendations.
- Impeccable follow-through, for clients, the executive team, and cross-functional teams.
- Outgoing personality and ability to adjust communication style based on prospects/clients needs and attitude.
- Entry-level for transferable skills for a Customer Service Representative- Work from Home Financial Services Associate
- Must be at least 18 Years old
Working at Legacy Wealth Associates
Legacy Wealth Associates is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
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