Client Services Coordinator at Legacy Wealth Associates, LLC

Client Services Coordinator
Legacy Wealth Associates, LLC – Remote

Legacy Wealth Associates is a growing financial services firm dedicated to helping families secure their futures. We are seeking a Client Services Coordinator to ensure a seamless client experience from initial contact through ongoing relationship management. This role requires a professional who is detail-oriented, responsive, and able to anticipate client needs.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring timely and accurate communication.

• Coordinate client onboarding, account updates, and service requests.

• Maintain accurate records in our CRM to support internal collaboration.

• Schedule and prepare materials for client meetings.

• Track follow-ups and deadlines to ensure client commitments are met.

Qualifications

• Experience in client service, account management, or administrative coordination (financial services background preferred).

• Excellent verbal and written communication skills.

• Strong organizational skills with the ability to manage multiple priorities.

• Comfort working independently in a remote environment.

• Proficiency with standard office software and CRM tools.

What We Offer

• Fully remote position with flexible hours.

• Competitive compensation package.

• Health insurance and retirement savings plans.

• Paid training and professional development opportunities.

• Access to corporate discounts and select travel opportunities.

If you are a dependable professional who thrives in a client-focused role, we encourage you to apply and become part of a mission-driven organization.

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