What are the responsibilities and job description for the Client Associate - WORK FROM HOME FINANCIAL SERVICES position at Legacy Wealth Associates?
Our Industry & About Us Legacy Wealth Associates serves locations across the U.S. We specialize in helping institutions and individuals with investing, retirement planning, 401(k)s, IRAs, stocks, bonds, mutual funds, life insurance, college funding, and more. We also assist businesses and individuals in minimizing tax burdens for financial and business purposes. Timing in our industry is crucial, with nearly $3 trillion moving annually. Why This Industry? People are taking back control of their pensions, property, and investment accounts. Additionally, younger generations, such as Millennials and Gen Z, are becoming more financially aware and seeking guidance. We have the ability to sit with clients, provide them with better financial options, and educate them on their choices. Our motto is : Leave no family behind! Role Overview As a Client Associate - WORK FROM HOME FINANCIAL SERVICES at Legacy Wealth Associates , you’ll work directly with leadership to support client growth efforts. This role does not involve telemarketing; instead, business development is the primary focus. Your responsibilities will include booking client meetings, developing client relationships, handling operational tasks, completing follow-ups, and ensuring clients receive top-tier financial service. Job Duties as a Client Associate - WORK FROM HOME FINANCIAL SERVICES : Support the onboarding process for new clients and manage accounts. Assist clients in setting up their financial dashboards and ensuring accurate collection of relevant personal and financial information. Consolidate accounts while maintaining strict confidentiality. Facilitate the collection of necessary statements and documents to transfer accounts. Track and ensure accurate and efficient account transfers, including cost basis information. Collaborate with the operations team to oversee the transfer process. Maintain relationships with existing clients while actively seeking new clients. Qualifications : Business development and account management experience is a plus. Willingness to obtain a financial services license (or already licensed is a plus). Passion for client service and building meaningful relationships. Strong customer service skills, sales background, and experience with remote work preferred. Entrepreneurial mindset and self-starter attitude as a Client Associate - WORK FROM HOME FINANCIAL SERVICES . Ability to communicate effectively with teams across the company and provide well-thought-out recommendations. Strong follow-through skills for client interactions, leadership team support, and cross-functional collaboration. Outgoing personality with the ability to adapt communication style to different client needs. Entry-level candidates with transferable skills are encouraged to apply. Must be at least 18 years old. Working at Legacy Wealth Associates Legacy Wealth Associates is proud to be an equal-opportunity employer. We are committed to fostering a diverse and inclusive culture that celebrates authenticity. We do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, veteran status, or any other legally protected characteristics. Compensation & Benefits : Commission-based earnings : $100,000 - $250,000 401(k) Unlimited time off Equity compensation Retirement benefits Please note : This is a fully remote position. Powered by JazzHR
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