Client Services Assistant

BHG Financial Logo

BHG Financial

πŸ’΅ $40k-$42k
πŸ“Remote - Worldwide

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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