Client Services Specialist

BHG Financial
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
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