Job Description
Client Account Manager
Legacy Wealth Associates, LLC – Remote Opportunity
Make every client interaction count.
At Legacy Wealth Associates, we work with individuals and families to design strategies that help protect and grow their financial future. As a Client Account Manager, you will be the central point of contact for your clients—building relationships, ensuring their needs are met, and helping them navigate their financial plans with confidence.
Key Responsibilities
Client Communication: Serve as the primary contact for assigned clients, responding promptly to questions and requests.
Account Oversight: Monitor client accounts, track progress toward goals, and ensure services are delivered accurately and on time.
Problem-Solving: Identify and resolve concerns quickly, coordinating with internal teams when necessary.
Documentation: Keep detailed and organized records of all client interactions and updates.
Collaboration: Work closely with other departments to ensure a seamless client experience.
Qualifications
Experience in account management or a customer-facing role preferred.
Strong interpersonal skills with the ability to build rapport and trust.
Highly organized and able to manage multiple priorities.
A proactive approach to client service.
Comfortable working independently in a remote environment.
What We Offer
Flexible, fully remote work environment.
Health insurance coverage.
Retirement savings plan.
Paid travel to company and industry events.
Ongoing training and career development opportunities.
If you are passionate about building strong client relationships and want to be part of a mission-driven organization, we invite you to apply and grow with Legacy Wealth Associates.
Powered by JazzHR
dynS2oSqhe
...with ability to work one weekend day JOB SUMMARY The Driver Class C is responsible for the timely collection and delivery of donations... ...and regulations. RESPONSIBILITIES Operate a Box Truck in a safe and efficient manner for extended periods of time per...
...OTR CDL-A TRUCK DRIVERS: $0.54 - $0.60 CPM (based on location and experience) Earn Great Pay, consistent miles & 24/7 support! Solo Drivers... ...Dental, Vision and 401k Match Qualifications: Must have Class A License (CDL A) & 21 years or older with 3 months of...
...Job Description Job Description Maid Perfect is a local cleaning company serving Olympia, Lacey and Tumwater since 2007. As a House Cleaning Specialist, you will be responsible for cleaning residential and commercial properties. Some of the tasks are listed below...
...right way. We need a strong team player that is proactive and has a positive attitude. Benefits Free shift meal Free coffee drink 7 days a week regardless if you have worked that day or not Discounts on coffee and merch Fun work environment Responsibilities...
...Sozio is one of the pioneers in fine French perfumery. The history of the Maison Sozio goes back to one of the very first families... ...Perfurmer Assistant. Summary: This role requires compounding research fragrance compounds and fulfilling customer briefs under the...