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Client Services, Portfolio Specialist

BHG Financial

United States

Remote

USD 50,000 - 70,000

Full time

Today
Be an early applicant

Job summary

A leading financial services firm in the United States is looking for a Client Service Portfolio Specialist. This role requires strong critical thinking and exceptional communication skills to build relationships and support internal teams. Candidates with a bachelor's degree and customer service orientation will thrive in this fast-paced environment. Join a workplace that values work/life balance and employee growth.

Benefits

Medical/Rx/Dental/Vision coverage
Competitive PTO and vacation policies
Wellness Weekends
401(k) plan with employer contributions
Company-sponsored training and certification
Quarterly award ceremonies
Ongoing volunteer opportunities

Qualifications

  • A bachelor's degree is preferred.
  • Ability to work in a fast-paced environment.
  • In-depth knowledge of all details regarding BHG Portfolios.

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.

Skills

Critical thinking
Exceptional communication skills
Customer service oriented
Team player mentality
High attention to detail

Education

Bachelor's degree
Job description

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.

Who You Are:

As a Client Service Portfolio Specialist, you will have in-depth knowledge of all details regarding BHG Portfolios and build strong working relationships with internal stakeholders. You will also be a liaison to the collections and legal teams providing them exceptional service on requests regarding BHG accounts. In addition, you will be responsible for handling all bankruptcy accounts.

What You’ll Do:
  • 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
What You’ll Need:
  • A bachelor's degree is preferred
  • 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
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.

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