Client Services Assistant

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