Customer Service Specialist

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 Responsibilities Respond promptly to client questions and requests through Zoom, phone, and email, ensuring clear and friendly communication Provide information on services and resources available to help clients make informed decisions about their financial plans Develop a thorough understanding of our services to share accurate and relevant details with clients Record client interactions and updates to maintain accurate records and support team collaboration What We’re Looking For Experience in customer service, support, or client-facing roles is helpful but not required Strong written and verbal communication skills A proactive mindset with the ability to problem-solve and assist clients efficiently High attention to detail and strong organizational skills A genuine interest in helping clients feel informed and supported Why Work with Us Legacy 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. Benefits Flexible, remote work options Health insurance plans Retirement planning support Ongoing training and development opportunities Access to corporate discounts Interested 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 JazzHR Wc3xGX6J3S Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Internet Publishing Referrals increase your chances of interviewing at Legacy Wealth Associates by 2x Get 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 ago Houston, 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 ago Client Services Travel Representative | Work From Home Houston, TX $50,000.00-$70,000.00 2 weeks ago Houston, TX $35,000.00-$40,000.00 4 days ago EAS - 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 ago EAS - Educating All Students (NY Teaching exam) Tutor Customer Success Representative – Business Clients Dallas-Fort Worth Metroplex $15.00-$17.00 8 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr