Client Services Assistant
BHG Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $42,000 per year
Job Level
JuniorMid-Level
About the role
- 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
- Organize and review customer documentation
- Review and make appropriate changes to accounts daily
- Coordinate with different teams to ensure all requests and/or updates are completed in a timely fashion
- Follow up with specific departments as needed
- Build strong working relationships with internal stakeholders
- Become a subject matter expert on BHG solutions & products
Requirements
- Associates degree preferred or related work experience
- 1-2 years experience in a professional setting
- Experience working in a fast-paced environment
- Good understanding of financial documents and customer files
- Must have great organization and multi-tasking abilities
- Critical thinking and exceptional communication skills
- Ability to work in a fast-paced environment
- Ability to work independently
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer documentation reviewticket completionaccount management
Soft skills
organizationmulti-taskingcritical thinkingcommunicationrelationship buildingindependence
Certifications
Associates degree