BHG Financial ยท 23 hours ago
Client Services, Portfolio Specialist
Maximize your interview chances
FinanceFinancial Services
Growth OpportunitiesH1B Sponsor Likely
Insider Connection @BHG Financial
Get 3x more responses when you reach out via email instead of LinkedIn.
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
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
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
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 StageLeadership Team
Recent News
2024-04-07
2023-10-05
Company data provided by crunchbase