Client Services, Portfolio Specialist @ BHG Financial | Jobright.ai
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Client Services, Portfolio Specialist jobs in United States
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BHG Financial ยท 1 day ago

Client Services, Portfolio Specialist

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FinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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Responsibilities

Become a subject matter expert on the details of all BHG portfolios
A liaison for collections and legal team communications
Build strong working relationships with internal stakeholders
Process transaction requests from internal groups
Handle inbound requests from internal teams. Will be able to identify the need and deliver a solution in a timely manner

Qualification

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Team player mentality

Required

Critical thinking and exceptional communication skills
Customer service oriented
Ability to work in a fast-paced environment
Ability to work with different teams - team player mentality
High attention to detail

Preferred

A bachelor's degree is preferred

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

Company

BHG Financial

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BHG Financial creates financial solutions for business executives, consumers, and financial institutions.

H1B Sponsorship

BHG Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (16)
2022 (43)
2021 (35)
2020 (16)

Funding

Current Stage
Late Stage

Leadership Team

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Tyler Crawford
Chief Operating Officer
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A
Allison Laforce
Human Resources Business Partner II
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Company data provided by crunchbase
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