What are the responsibilities and job description for the Client Services Coordinator position at Legacy Wealth Associates?
Client Services Coordinator
Legacy Wealth Associates, LLC – Remote
Legacy Wealth Associates is a growing financial services firm dedicated to helping families secure their futures. We are seeking a Client Services Coordinator to ensure a seamless client experience from initial contact through ongoing relationship management. This role requires a professional who is detail-oriented, responsive, and able to anticipate client needs.
Key Responsibilities
Serve as the primary point of contact for assigned clients, ensuring timely and accurate communication.
Coordinate client onboarding, account updates, and service requests.
Maintain accurate records in our CRM to support internal collaboration.
Schedule and prepare materials for client meetings.
Track follow-ups and deadlines to ensure client commitments are met.
Qualifications
Experience in client service, account management, or administrative coordination (financial services background preferred).
Excellent verbal and written communication skills.
Strong organizational skills with the ability to manage multiple priorities.
Comfort working independently in a remote environment.
Proficiency with standard office software and CRM tools.
What We Offer
Fully remote position with flexible hours.
Competitive compensation package.
Health insurance and retirement savings plans.
Paid training and professional development opportunities.
Access to corporate discounts and select travel opportunities.
If you are a dependable professional who thrives in a client-focused role, we encourage you to apply and become part of a mission-driven organization.