Customer Service Assistant

If you enjoy building relationships, helping people, and keeping important details moving in the right direction, this could be a great next step in your career.

As a Customer Service Assistant with Legacy Financial Services, you’ll work alongside Financial Advisors to provide responsive, personalized service to investment and insurance clients. You’ll have opportunities to build meaningful relationships with customers and the local community while contributing to Bank of Luxemburg’s mission: “To have a positive impact on people’s lives.”

You’ll join a supportive, community-focused organization where collaboration, growth, and meaningful connections are valued. Employees appreciate the “family feel” of the workplace, and Bank of Luxemburg was recognized as a Top Workplace in both 2025 and 2026.

What You’ll Do

• Partner closely with Financial Advisors to provide timely, professional service and help clients with their investment and insurance needs.
• Open and maintain client accounts, coordinate paperwork, gather required documentation, and assist with transfers, distributions, rollovers, beneficiaries, and other account needs.
• Prepare portfolio reviews, reports, client forms, and other materials that help Financial Advisors deliver productive client meetings.
• Keep client information and activities organized and accurate in Salesforce while following industry, FINRA, confidentiality, and recordkeeping requirements.
• Build relationships beyond the office by supporting community outreach, sponsorships, and marketing activities.