Legacy Financial Group Jobs

Legacy Financial Group

Investment Management | TRABUCO CANYON, CA | 73 followers

Legacy Financial Group Overview

HEADQUARTERS TRABUCO CANYON, CA
SIZE 50 - 100
FOUNDED 2017
CEO DALE HANCOCK
REVENUE $50M - $200M
INDUSTRY Investment Management
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Client Service Specialist at Legacy Financial Group

Des Moines, IA | Full Time
$83k-113k (estimate)
1 Month Ago
Job Overview. As a Client Services Specialist with Legacy Financial Group, you will spend your days focused on attending to our client’s needs. From opening new accounts, to updating beneficiaries, to processing more complex transactions such as death claims, and executing trades with precision and accuracy. In addition, you will act as a back up to the Client Experience Specialist to welcome clients and answer the phones. This position requires ...

Insurance Office Customer Service at Legacy Financial Group

El Paso, TX | Full Time
$43k-54k (estimate)
6 Months Ago
Job Description. . Our Office Customer Service position at Twin City Insurance Agency, is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow team members while conducting specific service and marketing activities. . Responsibilities. Provide service to existing clients related to updating polici...

Insurance Customer Service Rep at Legacy Financial Group

El Paso, TX | Full Time
$41k-44k (estimate)
0 Months Ago
Job description. . The Customer Service Representative is front and center in our El Paso, TX location and is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow team members while conducting specific service and marketing activities. . Responsibilities. Provide service to existing clients relate...
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