Client Services Assistant

BHG Financial
Summary
Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. We offer leading-edge financial solutions and personalized concierge service to high-earning professionals and businesses. The company values a positive mental attitude, teamwork, and loyalty. This Customer Service Representative role involves answering calls, managing customer accounts, and collaborating with internal teams. The ideal candidate is a motivated professional with excellent communication and organizational skills and experience in a fast-paced environment. BHG Financial provides a comprehensive compensation package and various benefits, including health insurance, paid time off, and professional development opportunities.
Requirements
- Associate's degree preferred or related work experience
- 1-2 years experience in a professional setting
- Experience working in a fast-paced environment
- Good understanding of financial documents and customer files
- Great organization and multi-tasking abilities
- Critical thinking and exceptional communication skills
- Ability to work in a fast-paced environment
- Ability to work independently
Responsibilities
- Answer calls, complete tickets, and email/call customers with requested information
- Provide in-depth support and solutions to the Client Services Team
- Organize and review customer documentation
- Review and make appropriate changes to accounts daily
- Coordinate with different teams to ensure all requests and/or updates are completed in a timely fashion
- Follow up with specific departments as needed
- Build strong working relationships with internal stakeholders
- Become a subject matter expert on BHG solutions & products
Benefits
- Medical/Rx/Dental/Vision coverage for employees and their eligible family members
- Competitive PTO and vacation policies
- 1 Friday off each month for Wellness Weekends
- Company 401(k) plan with employer contributions after one year
- Company-sponsored training and certification opportunities
- Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
- Ongoing volunteer opportunities to give back to the community through our BHG Cares program
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