Legacy Wealth Associates, LLC

The Client Account Manager will serve as the dedicated, trusted contact for assigned clients, ensuring their financial plans remain organized, accurate, and aligned with their long-term goals. Key duties involve consistent relationship management, monitoring account activity, resolving issues, and meticulously documenting all client interactions and action steps.

The representative will serve as an accessible contact for client inquiries, responding via phone, email, and virtual appointments while clearly presenting financial information. Responsibilities also include maintaining thorough documentation of communications and initiating follow-up outreach to confirm client satisfaction.

Serve as the first point of contact for client questions and service requests. Provide accurate information about products, services, and policies while maintaining detailed records of client interactions.