Customer Service Assistant
Bank of Luxemburg is excited to announce an opening on our Legacy Financial Services team due to an internal promotion — a reflection of our commitment to employee growth and the strength of our award‑winning culture. As a two‑time Top Workplace, we proudly serve our community with a mission To Have a Positive Impact on People’s Lives, and we’re looking for someone who shares our passion for service, teamwork, and continuous improvement.
As part of Legacy Financial Services—Bank of Luxemburg’s investment services team—you’ll help deliver a seamless, supportive experience for clients while strengthening advisor relationships and internal processes. This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care.
What You’ll Do
You’ll support advisors, assist customers, and manage essential administrative processes that keep our investment services running smoothly.
- Support advisor appointments by preparing reviews, forms, and summaries
- Open and maintain accounts for individuals, trusts, and employer plans
- Follow up with clients when paperwork is missing or rejected
- Coordinate monthly reports including cash balance, payroll, and P&L
- Assist with client inquiries in person and by phone