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BHG Financial · 3 hours ago

Client Services Specialist (Friday-Tuesday, 8AM-5PM EST)

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

BHG Financial is a leader in the financial services space, dedicated to providing innovative financial solutions to high-earning professionals and small businesses. The Client Services Specialist role involves delivering exceptional client experiences, supporting customers through various channels, and building strong relationships with both customers and internal stakeholders.

FinanceFinancial ServicesRisk Management

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Customer service experienceCritical thinkingCommunication skillsCRM system proficiencyMulti-taskingPipeline managementActive listeningFast-paced environment

Required

BS/BA degree of relevant experience

Must be able to work Friday-Tuesday, 8AM-5PM EST (Weekend Shift)

2-3 years of customer service experience - preferably over the phone

Critical thinking and exceptional communication skills

Ability to work in a fast-paced environment

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

Glassdoor4.1

BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions.

Founded in 2001

Fort Lauderdale, Florida, USA

1001-5000 employees

https://bhgfinancial.com

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

2025 (23)

2024 (46)

2023 (22)

2022 (31)

2021 (32)

2020 (8)