What are the responsibilities and job description for the Client Services Associate position at Legacy Wealth Alliance?
Who We Are
Legacy Wealth Alliance is a rapidly growing financial advisory firm that has been serving clients in Tempe, Arizona for nearly 30 years. We’re passionate about making a meaningful difference in our clients’ lives and are seeking a motivated individual who shares that same commitment to service.
The Client Services Associate role is an excellent opportunity for someone looking to launch or grow their career in financial services. You’ll gain hands-on experience supporting clients, collaborating with advisors, and managing key processes that keep our firm running smoothly. With the right mix of training, mentorship, and growth opportunities, this position is designed to help you build valuable skills and grow professionally while making a direct impact on clients’ financial journeys.
Key Responsibilities
- Process administrative requests including new account openings and servicing existing clients
- Maintain accurate client records and documentation
- Coordinate client materials and ensure timely follow-ups
- Manage data entry and handle documents with precision
- Communicate clearly and professionally with clients and colleagues
- Consistently uphold high standards of client care
The Ideal Candidate
- Has prior customer success or client service experience (financial industry preferred, but not required)
- Demonstrates excellent written and verbal communication skills
- Pays close attention to detail and can manage multiple deadlines at once
- Is familiar with industry software such as Redtail, Albridge, Morningstar, Envestnet, or NeX360 (a plus, not required)
- Works independently to solve problems, but knows when to escalate issues
- Holds a Notary certification (a big plus!)
Requirements
- Ability to pass a background check (non-negotiable)
- At least 1 year of customer success/client service experience preferred (financial industry strongly preferred, but new grads encouraged to apply)
The Perks
- Competitive base salary up to $45,000 bonus opportunities
- Health insurance, 401(k) with match, and profit sharing
- Generous vacation PTO (after six months and 90 days, respectively)
- Tuition reimbursement and a personalized growth plan
- Fun team perks: Friday coffee runs, bi-monthly lunches, outings, and celebrations of personal & professional wins
How to Apply
Click the link to submit your application on Indeed. Even if you don’t meet every single requirement, we encourage you to apply. To make your application stand out, email your resume—and an optional cover letter—to LWAsupport@legacywealthalliance.com with the subject line:Client Services Associate Applicant.
Salary : $45,000