Client Account Manager

Legacy Wealth Associates, LLC is seeking a dedicated and proactive Client Account Manager to join our growing team. In this role, you’ll be instrumental in building and maintaining strong client relationships by addressing inquiries, resolving concerns, and delivering expert guidance on our financial services.

What You’ll Do:

• Manage Client Communications: Respond to client inquiries via phone, email, and Zoom, providing timely, accurate, and personalized support.

• Drive Client Success: Help clients understand and maximize the value of our services as they work toward their financial goals.

• Serve as a Trusted Advisor: Stay up to date on our offerings to provide strategic, informed recommendations tailored to each client’s needs.

• Maintain Accurate Records: Document all client interactions in internal systems to support seamless collaboration and long-term relationship management.

What We’re Looking For:

• At least 1 year experience in client account management, client success, or a related client-facing role

• Exceptional verbal and written communication skills

• Professional, empathetic, and solutions-focused approach to problem-solving

• A strong commitment to delivering high-quality, client-first service

• Strong organizational skills and the ability to manage multiple priorities

• Willingness to obtain required licenses within two weeks of onboarding

About Legacy Wealth Associates, LLC:

Legacy Wealth Associates is a mission-driven financial services firm committed to helping families build lasting wealth through education and strategic planning.
We pride ourselves on fostering a culture of community impact, professional development, and long-term client care.

Perks and Benefits:

• Health insurance and retirement savings options

• Access to ongoing financial education and career development

• Company bonus programs and exclusive employee discounts

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