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

BHG Financial

United States, Remote

Full-Time

Mid (3-6 yrs)

Customer Success & Support

First posted 2060 days ago

Who You Are

You are a motivated Client Services professional who is passionate about delivering an exceptional client experience. As a Client Services Specialist, you excel at multitasking, pipeline management, active listening, and have experience leveraging technology while maintaining a personal touch. You are a focused, no-quit, A+ player and thrive in a fast-paced environment where you can work with teammates that will match your drive and grit.

Schedule: Monday-Friday, 12-9 PM EST

Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.

What You'll Do

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 

Communicate with internal departments as needed

What You'll Need

Associates degree preferred or related work experience

2-3 years of customer service experience

Critical thinking and exceptional communication skills

Ability to work in a fast-paced environment 

Ability to work independently

Navigate through various different software systems

MUST be able to work Monday - Friday on a 12-9PM schedule

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

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