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

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks. Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

About You

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.

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
• Communicate with internal departments as needed

Requirements

• 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 12-9 PM EST schedule

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.

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.

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