Legacy Financial Group Jobs

Legacy Financial Group

Investment Management | TRABUCO CANYON, CA | 73 followers

Legacy Financial Group Overview

HEADQUARTERS TRABUCO CANYON, CA
SIZE 50 - 100
FOUNDED 2017
CEO DALE HANCOCK
REVENUE $50M - $200M
INDUSTRY Investment Management
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Financial Client Service Administrator at Legacy Financial Group

Tulsa, OK | Full Time
$52k-68k (estimate)
9 Months Ago
Seeking a Client Service Associate to add to our growing team. We are a premier wealth management firm based in Tulsa, OK, serving clients internationally. Far beyond merely managing assets, we enable clients to focus on what matters most in their lives: their time, their families, their businesses, and their life goals. The Client Service Associate (CSA) plays a critical part in this high calling by putting our clients’ financial plans into acti...

Customer Service Representative CSR at Legacy Financial Group

El Paso, TX | Full Time
$41k-51k (estimate)
9 Months Ago
Benefits. Flexible schedule. Opportunity for advancement. Paid time off. Profit sharing. Training & development. Job description. We are seeking a highly motivated individual for our Customer Service Representative position in our El Paso, TX location. You will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, companies, ...
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