Client Services Specialist

Summary

Join BHG Financial, a growing team 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 360-degree view of customers to tailor financial solutions and utilizes data analytics for faster funding. This Customer Service position requires providing in-depth support, communicating with customers through various channels, and becoming a subject matter expert on BHG solutions. The ideal candidate is a motivated professional with excellent communication and critical thinking skills, thriving in a fast-paced environment. BHG Financial offers a comprehensive benefits package including medical, dental, vision, PTO, wellness weekends, a 401k plan, training opportunities, and quarterly award ceremonies.

Requirements

• BS/BA degree of relevant experience
• Must be able to work Friday-Tuesday, 9AM-6PM EST (Weekend Shift)
• 2-3 years of customer service experience - preferably over the phone
• Critical thinking and exceptional communication skills
• Ability to work in a fast-paced environment

Responsibilities

• Provide in-depth support and solutions to BHG customers
• Communicate with customer through various channels
• Become a subject matter expert on BHG solutions & products
• Enter records of customer calls, interactions and inquires via a CRM system
• Build strong working relationships with customers and internal stakeholders

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