Client Account Manager at Legacy Wealth Associates, LLC – Dallas, Texas

Client Account Manager
Legacy Wealth Associates, LLC – Remote Opportunity

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.

• 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.

• 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.

• 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.