Customer Service Representative

Job title: Customer Service Representative in Houston, TX at Legacy Wealth Associates, LLC
Company: Legacy Wealth Associates, LLC
Job description: Join Legacy Wealth Associates, LLC as a Customer Service Representative and be a key part of our mission to support families in building lasting financial stability. We're looking for a motivated, people-first professional to help our customers navigate their financial journey with clarity, confidence, and care.Role Overview:As a Customer Service Representative, you’ll be the first point of contact for our valued customers—handling questions, offering tailored guidance, and ensuring a smooth, supportive experience every step of the way. Your ability to communicate effectively, stay organized, and understand our service offerings will be essential in fostering trust and long-term relationships.Key Responsibilities:Customer Engagement: Interact with customers remotely via phone, email, and Zoom to provide prompt and personalized assistance.Service Guidance: Help customers make the most of our financial solutions by clearly explaining their benefits and applications.Relationship Building: Act as a knowledgeable and trusted resource, offering relevant suggestions based on each customer’s unique financial goals.Record Management: Accurately track and document all customer interactions using our internal tools to ensure consistency and quality.What You Bring:Minimum 1 year of experience in a customer-facing role such as customer service, account support, or customer successExcellent written and spoken communication skillsA compassionate, customer-first attitude with a focus on delivering resultsStrong attention to detail and the ability to multitask effectivelyReadiness to complete required licensing within two weeks of startingWhy Work with Us:At Legacy Wealth Associates, we’re more than a financial firm—we’re a team driven by purpose. Our focus is on empowering families through financial education and personalized strategies. We cultivate a supportive, growth-oriented environment where your work makes a real difference.Benefits We Offer:Remote work flexibility – 100% work from homeHealth coverage and retirement savings plansAccess to financial education resources and professional developmentPerformance-based bonuses and special employee discount programsPowered by JazzHR
Expected salary:
Location: Houston, TX
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