Client Account Manager
Legacy Wealth Associates, LLC – Remote Opportunity
Role Overview
Legacy Wealth Associates partners with individuals and families to implement strategies designed to protect assets and build long-term financial growth. As a Client Account Manager, you will oversee client relationships from a strategic level—serving as their trusted contact while ensuring their plans stay organized, accurate, and aligned with their goals. This position is centered on relationship management, accountability, and delivering a consistently high standard of service. Core Responsibilities
Relationship Management:
Act as the dedicated contact for assigned clients, maintaining consistent and responsive communication.
Account Supervision:
Review account activity, monitor progress toward financial objectives, and confirm services are executed properly and on schedule.
Issue Resolution:
Address questions or concerns efficiently, partnering with internal departments when coordination is required.
Record Maintenance:
Document client updates, communications, and action steps with precision.
Cross-Team Coordination:
Collaborate with advisors and support staff to ensure a cohesive client experience.
Ideal Candidate Profile
Previous experience in account management or a client-facing role is advantageous.
Strong interpersonal skills with the ability to foster trust and long-term relationships.
Excellent organizational and time-management abilities.
Proactive, solutions-oriented mindset.
Comfortable operating independently in a remote work setting.
Benefits & Opportunities
Fully remote work structure with scheduling flexibility.
Retirement savings program.
Company-sponsored travel for industry conferences and events.
Continuous professional development and advancement pathways.
If you are driven to cultivate meaningful client relationships and want to contribute to a purpose-focused financial services firm, we encourage you to explore this opportunity with Legacy Wealth Associates.
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Legacy Wealth Associates partners with individuals and families to implement strategies designed to protect assets and build long-term financial growth. As a Client Account Manager, you will oversee client relationships from a strategic level—serving as their trusted contact while ensuring their plans stay organized, accurate, and aligned with their goals. This position is centered on relationship management, accountability, and delivering a consistently high standard of service. Core Responsibilities
Relationship Management:
Act as the dedicated contact for assigned clients, maintaining consistent and responsive communication.
Account Supervision:
Review account activity, monitor progress toward financial objectives, and confirm services are executed properly and on schedule.
Issue Resolution:
Address questions or concerns efficiently, partnering with internal departments when coordination is required.
Record Maintenance:
Document client updates, communications, and action steps with precision.
Cross-Team Coordination:
Collaborate with advisors and support staff to ensure a cohesive client experience.
Ideal Candidate Profile
Previous experience in account management or a client-facing role is advantageous.
Strong interpersonal skills with the ability to foster trust and long-term relationships.
Excellent organizational and time-management abilities.
Proactive, solutions-oriented mindset.
Comfortable operating independently in a remote work setting.
Benefits & Opportunities
Fully remote work structure with scheduling flexibility.
Retirement savings program.
Company-sponsored travel for industry conferences and events.
Continuous professional development and advancement pathways.
If you are driven to cultivate meaningful client relationships and want to contribute to a purpose-focused financial services firm, we encourage you to explore this opportunity with Legacy Wealth Associates.
#J-18808-Ljbffr