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

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

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.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country's top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

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.

• 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

• 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

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.

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…