Provide multi-channel client support for BHG Financial customers, manage pipelines, record interactions in CRM, become product SME, build internal and external relationships, and collaborate cross-functionally.
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
You are a motivated Client Services professional who is passionate about delivering an exceptional client experience. As a Client Services Specialist, you excel at multitasking, pipeline management, active listening, and have experience leveraging technology while maintaining a personal touch. You are a focused, no-quit, A+ player and thrive in a fast-paced environment where you can work with teammates that will match your drive and grit.
Schedule: Monday-Friday, 12-9 PM EST
Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.
What You'll Do
- 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
- Communicate with internal departments as needed
What You'll Need
- Associates degree preferred or related work experience
- 2-3 years of customer service experience
- Critical thinking and exceptional communication skills
- Ability to work in a fast-paced environment
- Ability to work independently
- Navigate through various different software systems
- MUST be able to work Monday - Friday on a 12-9PM schedule
Life at BHG Financial
At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG Financial
We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:
•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
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Similar Jobs
Big Data • Fintech • Mobile • Payments • Financial Services
Develop and ship full-stack web and mobile experiences across Affirm’s consumer app and website. Collaborate with product, design, analytics, and engineering teams to break down projects, make technical decisions, write tested and extensible code, launch scalable APIs, monitor service health, support on-call operations, review code, and participate in team development and interviewing.
Top Skills:
APIsKotlinPythonReactReact NativeVue
%20copy.jpg)
Software
Manage the full collections and accounts receivable lifecycle, including recovery strategy, balance holds, ACH returns, write-offs, journal entries, forecasting, and risk controls. Lead collections analysts and specialists, monitor aging and recovery KPIs, handle escalations, and partner with Finance, Risk, Sales, Operations, Disputes, Underwriting, and Engineering. Use AI to automate correspondence, triage cases, identify delinquency patterns, reduce manual work, and improve cash flow and operational efficiency.
Top Skills:
AdyenAi ToolsExcelGoogle SheetsSalesforceTsysWorkday
Healthtech • Social Impact • Software
Process and validate authorization packets, maintain accurate authorization records, resolve client and authorization issues, audit outsourced authorization work, investigate claim denials, submit renewals, and collaborate with Billing and Eligibility teams to support clean pre-bill processing.
Top Skills:
Ehr SystemsFax PlatformsPayer Portals
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
