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.
...collaboration) Type: Part-time or Contract Compensation: $25$35/hour, based on experience About Us Family First Funeral & Cremation Services and Cherished Companions Pet Memorials are dedicated to honoring lives with dignity, compassion, and clarity....
...and software. Manage and optimize cloud-based services and local network environments. Ensure data integrity, backup, and disaster recovery planning. User Support & Issue Resolution Serve as the primary point of contact for all IT support needs....
...Federally Qualified Health Center serving 36 communities in North Central Massachusetts is searching for a full time Family Medicine Physician in the greater Gardner, MA area. We are a multi-site, non-profit health care center offering urgent care, primary family medical...
...consumers with IDD in the Lower Montgomery County area. VALID DRIVER'S LICENSE **NEW RATES***Ongoing client opportunities:... ...Driver's License CONTRACTING WITH DTG This is an independent contractor opportunity for anyone who has ever worked as a: CNA,...
...postage. Provides copier maintenance and first call response for customer site equipment. May also perform one of the following at entry level: bindery, Quality Control and final check, housekeeping, file services, call center representative, etc. This position reports...