Customer Service Representative - Work From Home Financial Services

Remote | Flexible Schedule
Commission-Based | $100,000 - $250,000 Potential Earnings

About Us – Legacy Wealth Associates

Legacy Wealth Associates serves clients nationwide, helping individuals and businesses with investing, retirement planning, 401(k)s, IRAs, stocks, bonds, mutual funds, life insurance, college savings plans, and tax-efficient financial strategies. With nearly $3 trillion moving annually in the financial industry, timing is crucial—and we empower our clients to take control of their wealth.

Why Join the Financial Industry?
More people than ever—especially Millennials and Gen Z—are learning about wealth-building, investments, and financial security. We believe in "leaving no family behind" by providing financial education and customized solutions to help clients secure their future.

Customer Service Representative – Role Overview

As a Customer Service Representative – Work From Home Financial Services, you will work remotely and support our leadership team in client relations, business development, and operational tasks. This is not a telemarketing role—instead, you’ll focus on client acquisition, relationship-building, and financial service support.

• Flexible, remote position
• Uncapped earning potential (commission-based)
• Work independently with a supportive team

Key Responsibilities:

• Assist with client onboarding and account management.
• Guide clients through financial dashboards and investment tools.
• Maintain client records and ensure data confidentiality.
• Facilitate document collection and account transfers.
• Track the progress of investment and financial transactions.
• Build strong client relationships and seek new opportunities for growth.

What We Look For:

• Customer service experience (financial services, sales, or related field preferred).
• Strong communication skills and ability to build rapport with clients.
• Self-motivated and entrepreneurial mindset—great for those looking to grow their career.
• Ability to obtain a financial license (if not already licensed).
• Tech-savvy and comfortable working remotely.
• Must be at least 18 years old.

Why Work With Legacy Wealth Associates?

• 100% Remote Work – Work From Anywhere
• Uncapped Commission Potential ($100K - $250K+)
• Unlimited Time Off & Flexible Schedule
• 401(k), Equity Compensation & Retirement Benefits
• Career Growth in a High-Demand Industry

At Legacy Wealth Associates, we believe in diversity and inclusion. We welcome applicants from all backgrounds and do not discriminate based on race, gender, national origin, age, disability, or any legally protected status.

Ready to Take Control of Your Career? Apply Today!

Submit your application and start your journey in financial services.

Join a dynamic industry where you can grow, earn, and make a difference!