• Be the voice of Nest for our partner practices. You'll respond to inbound requests via email, phone, and chat with empathy, urgency, and clarity; troubleshoot issues with billing, plan setup, client communications, and platform usage; and maintain accurate records in our support system. • Help build the resources that scale us. You'll create and update self-serve content — help center articles, training videos, and internal documentation — that makes our support smarter and faster over time. • Your observations from the front lines are valuable. You'll escalate bugs and pain points to Product and Hospital Success, identify recurring practice needs, and participate in cross-functional syncs to advocate for the customer.

• Build the infrastructure that scales. You'll design SOPs and workflows for support triage, escalation, and resolution; implement systems to track tickets, SLAs, and customer feedback; and own our knowledge base from the ground up — articles, videos, internal documentation. • Turn data into decisions. You'll create internal and partner-facing reports on ticket volume and trends, CSAT and response metrics, and product feedback themes — then surface those insights directly to Product, Hospital Success, and Leadership to drive continuous improvement. • You'll sit at the intersection of everything. Work closely with Hospital Success on onboarding and lifecycle support, partner with Product and Engineering on bugs and usability issues, and support Sales with customer readiness, renewals, and testimonials. • Build a team worth staying on. Manage and mentor Client Success Associates, set clear goals, run weekly syncs and 1:1s, and create a culture of empathy, ownership, and high performance. You raise the bar — and you make it feel good to be held to it.

Role Description Legacy Wealth Associates is an expanding financial services organization committed to helping families build stability and long-term security. We are hiring a Client Services Coordinator to manage and streamline the client journey—from the first interaction to ongoing account support. This position is ideal for someone proactive, highly organized, and attentive to detail, with the ability to anticipate needs before they arise. - Act as the main liaison for designated clients, ensuring clear and timely communication. - Oversee onboarding processes, account modifications, and service-related requests. - Keep client data up to date within internal CRM systems to support efficient teamwork. - Arrange meetings and assemble necessary documentation in advance. - Monitor action items, deadlines, and follow-ups to ensure all commitments are fulfilled. Qualifications - Background in client support, account coordination, or administrative operations (experience in financial services is advantageous). - Strong communication skills, both written and verbal. - Exceptional organizational and time-management abilities. - Ability to work autonomously in a remote setting. - Familiarity with office productivity tools and CRM platforms. Benefits - Remote role with flexible scheduling. - Competitive pay structure. - World-class training and ongoing development programs. - Access to corporate partnerships, discounts, and select travel incentives. Company Description

• Keep tickets updated and adhere to SLAs • Follow defined processes and procedures • Maintain accurate timesheets and submit as per defined policies • Manage Managed Services cases and initiatives • Maintain comprehensive documentation of case status, initiatives, solution designs, configurations, and any modifications made. • Support in project planning, execution, and management by performing tasks such as data collection, and progress tracking. • Collaborate with clients to understand their business objectives, challenges, and technology requirements. Conduct thorough assessments to identify areas where technology can drive improvements and efficiencies. • Participate in client meetings and contribute to discussions. • Manage client cases and initiatives, including regular communication and status updates. • Design, develop and execute solutions that align with the client's needs and objectives. • Analyze industry trends and provide strategic insights to clients. Stay up to date with emerging trends, tools, and technologies, and recommend their integration into client initiatives or cases when applicable. • Prepare and provide detailed estimates on solutions and modifications for client initiatives, seeking client approvals, and track budget to actuals on those initiatives. • Continuously monitor the performance of implemented solutions to identify areas for improvement or optimization. Provide recommendations for updates, upgrades, or modifications as needed. • Maintain professionalism in Client engagements • Seek and receive feedback • Reply to clients in a timely manner, adhering to contracted SLAs • Prepare clear and conscience reports, presentations and documentation to communicate findings and recommendations to clients • Share learnings and knowledge to team members and clients