Job title: Customer Service Representative in Houston, TX at Legacy Wealth Associates, LLC Company: Legacy Wealth Associates, LLC Job description : Join Legacy Wealth Associates, LLC as a Customer Service Representative and be a key part of our mission to support families in building lasting financial stability. We're looking for a motivated, people-first professional to help our customers navigate their financial journey with clarity, confidence, and care. Role Overview: As a Customer Service Representative, you’ll be the first point of contact for our valued customers—handling questions, offering tailored guidance, and ensuring a smooth, supportive experience every step of the way. Your ability to communicate effectively, stay organized, and understand our service offerings will be essential in fostering trust and long-term relationships. Key Responsibilities: Customer Engagement: Interact with customers remotely via phone, email, and Zoom to provide prompt and personalized assistance. Service Guidance: Help customers make the most of our financial solutions by clearly explaining their benefits and applications. Relationship Building: Act as a knowledgeable and trusted resource, offering relevant suggestions based on each customer’s unique financial goals. Record Management: Accurately track and document all customer interactions using our internal tools to ensure consistency and quality. What You Bring: Minimum 1 year of experience in a customer-facing role such as customer service, account support, or customer success Excellent written and spoken communication skills A compassionate, customer-first attitude with a focus on delivering results Strong attention to detail and the ability to multitask effectively Readiness to complete required licensing within two weeks of starting Why Work with Us: At Legacy Wealth Associates, we’re more than a financial firm—we’re a team driven by purpose. Our focus is on empowering families through financial education and personalized strategies. We cultivate a supportive, growth-oriented environment where your work makes a real difference. Benefits We Offer: Remote work flexibility – 100% work from home Health coverage and retirement savings plans Access to financial education resources and professional development Performance-based bonuses and special employee discount programs Powered by JazzHR Expected salary : Location : Houston, TX Apply for the job now! Apply for this job