Client Services Specialist

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BHG Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.

📋 Description

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

🎯 Requirements

• Associate's 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 • Ability to navigate various software systems • Must be able to work Monday–Friday, 12–9 PM EST • Experience with multitasking, pipeline management, active listening, and leveraging technology while maintaining a personal touch

🏖️ 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