Client Services Specialist (Monday-Friday, 12-9PM EST)

1 month, 4 weeks ago
Full-time
Junior
Customer and Technical Support
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1K-5K
Founded 2001

Description

  • Provide in-depth support and solutions to BHG customers.
  • Communicate with customers through multiple channels.
  • Become a subject matter expert on BHG solutions and products.
  • Document customer calls, interactions, and inquiries in a CRM system.
  • Build strong working relationships with customers and internal stakeholders.
  • Communicate with internal departments as needed.
  • Manage a pipeline and support a fast-paced client services environment.

Requirements

  • 2-3 years of customer service experience.
  • Associate degree preferred or related work experience.
  • Critical thinking and exceptional communication skills.
  • Ability to work independently.
  • Ability to work in a fast-paced environment.
  • Ability to navigate multiple software systems.
  • Must be able to work Monday-Friday, 12-9 PM EST.
  • Travel to the BHG All Oars Experience within the first 6 months of employment.
  • Approximately 5% annual travel for team on-sites, meetings, and cross-functional collaboration.
  • Experience leveraging technology while maintaining a personal touch (preferred).

Benefits

  • Medical/Rx/Dental/Vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One 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 with additional bonuses for top achievers.
  • Ongoing volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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