Client Services Specialist (Friday-Tuesday, 8AM-5PM EST)
BHG FinancialUnited States
Posted October 27, 2025
Full Time
About the Company
BHG Financial is a leading financial services provider specializing in wealth management, investment advisory, and retirement planning. With a strong focus on personalized client service and a commitment to ethical practices, BHG Financial aims to help individuals achieve financial security and growth through strategic financial solutions.
Job Description
BHG Financial is a rapidly growing financial services company seeking a motivated Client Services Specialist to provide expert support and solutions to customers. The role involves communication, pipeline management, CRM usage, and building strong customer relationships. The company emphasizes a positive work environment with opportunities for growth and a collaborative culture.
Requirements
- Provide in-depth support and solutions to BHG customers
- Communicate with customer through various channels
- Enter records of customer calls, interactions and inquires via a CRM system
- Build strong working relationships with customers and internal stakeholders
- Work Friday-Tuesday, 8AM-5PM EST (Weekend Shift)
Benefits
- Medical/Rx/Dental/Vision coverage
- Competitive PTO and vacation policies
- Wellness Weekends
- Company 401(k) plan
- Training and certification opportunities
- Quarterly award ceremonies
- Volunteer opportunities
