Client Account Manager
Legacy Wealth Associates, LLC
Client Account Manager Legacy Wealth Associates, LLC – Remote Opportunity Role Overview Legacy Wealth Associates partners with individuals and families to implement strategies designed to protect assets and build long-term financial growth. As a Client Account Manager, you will oversee client relationships from a strategic level—serving as their trusted contact while ensuring their plans stay organized, accurate, and aligned with their goals. This position is centered on relationship management, accountability, and delivering a consistently high standard of service. Core Responsibilities Relationship Management: Act as the dedicated contact for assigned clients, maintaining consistent and responsive communication. Account Supervision: Review account activity, monitor progress toward financial objectives, and confirm services are executed properly and on schedule. Issue Resolution: Address questions or concerns efficiently, partnering with internal departments when coordination is required. Record Maintenance: Document client updates, communications, and action steps with precision. Cross-Team Coordination: Collaborate with advisors and support staff to ensure a cohesive client experience. Ideal Candidate Profile Previous experience in account management or a client-facing role is advantageous. Strong interpersonal skills with the ability to foster trust and long-term relationships. Excellent organizational and time-management abilities. Proactive, solutions-oriented mindset. Comfortable operating independently in a remote work setting. Benefits & Opportunities Fully remote work structure with scheduling flexibility. Retirement savings program. Company-sponsored travel for industry conferences and events. Continuous professional development and advancement pathways. If you are driven to cultivate meaningful client relationships and want to contribute to a purpose-focused financial services firm, we encourage you to explore this opportunity with Legacy Wealth Associates. #J-18808-Ljbffr Legacy Wealth Associates, LLC
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