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Client Services Assistant Jobs

Company

BHG Financial

Address United States
Employment type FULL_TIME
Salary
Category Financial Services,Hospitals and Health Care
Expires 2023-08-06
Posted at 9 months ago
Job Description
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.
We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
At BHG, you’ll become immersed in the finance industry—with various loan solutions, credit cards, point of sale financing, bank programs, and collections services, which have helped BHG become one of the leading financial solutions providers.
With over 20 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive.
Who You Are
You are a motivated Customer Service professional who is passionate about delivering exceptional client support and service on daily basis. You excel at multitasking , 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.
What You'll Do
  • Organize and review customer documentation
  • Follow up with specific departments as needed
  • Coordinate with different teams to ensure all requests and/or updates are completed in a timely fashion
  • Build strong working relationships with internal stakeholders 
  • This rep will be responsible for answering calls, completing tickets, and emailing/calling customers with the information requested
  • Provide in-depth support and solutions to the Client Services Team
  • Become a subject matter expert on BHG solutions & products
  • Review and make appropriate changes to accounts daily
What You'll Need
  • 1-2 years experience in a professional setting
  • Experience working in a fast-paced environment
  • Critical thinking and exceptional communication skills
  • Associates degree preferred or related work experience
  • Good understanding of financial documents and customer files
  • Must have great organization and multi-tasking abilities
  • Ability to work independently
  • Ability to work in a fast-paced environment 
Life at BHG
At BHG, 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 in strategic oversight, running the business, and 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 personal and professional development opportunities.
Why You Should Join BHG
Benefits
Some of the benefits you can expect when you join BHG include
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.
  • Competitive PTO and vacation policies
  • Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
  • Company-sponsored training and certification opportunities
  • Company 401(k) plan with employer contributions after one year
  • Ongoing volunteer opportunities to give back to the community through our BHG Cares program
  • 100% coverage of monthly health insurance premiums
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!
  • All Remote employees at BHG Financial are required to work within the United States of America.
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.