Job Description

Client Account Manager
Legacy Wealth Associates, LLC – Remote Opportunity

Make every client interaction count.
At Legacy Wealth Associates, we work with individuals and families to design strategies that help protect and grow their financial future. As a Client Account Manager, you will be the central point of contact for your clients—building relationships, ensuring their needs are met, and helping them navigate their financial plans with confidence.

Key Responsibilities

• Client Communication: Serve as the primary contact for assigned clients, responding promptly to questions and requests.

• Account Oversight: Monitor client accounts, track progress toward goals, and ensure services are delivered accurately and on time.

• Problem-Solving: Identify and resolve concerns quickly, coordinating with internal teams when necessary.

• Documentation: Keep detailed and organized records of all client interactions and updates.

• Collaboration: Work closely with other departments to ensure a seamless client experience.

Qualifications

• Experience in account management or a customer-facing role preferred.

• Strong interpersonal skills with the ability to build rapport and trust.

• Highly organized and able to manage multiple priorities.

• A proactive approach to client service.

• Comfortable working independently in a remote environment.

What We Offer

• Flexible, fully remote work environment.

• Health insurance coverage.

• Retirement savings plan.

• Paid travel to company and industry events.

• Ongoing training and career development opportunities.

If you are passionate about building strong client relationships and want to be part of a mission-driven organization, we invite you to apply and grow with Legacy Wealth Associates.

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