(Remote – U.S., EST Hours)
🧾 About the Role
BHG Financial is looking for a driven, organized Client Services Assistant to join their growing team. This full-time, remote position supports customers by managing client inquiries, reviewing financial documents, and ensuring smooth coordination across departments. If you thrive in fast-paced environments and value white-glove service, this is your lane.
✅ Position Highlights
• Schedule: Monday–Friday, 10AM–7PM EST
• Employment Type: Full-time
• Location: Fully Remote (U.S.-based)
• Industry: Financial Services
• Benefits: Medical/Rx/Dental/Vision, 401(k), PTO, monthly Wellness Fridays, and more
• Growth: Company-sponsored training, certification opportunities, and leadership development
📋 What You’ll Own
• Manage incoming client communications: calls, emails, and support tickets
• Review and update customer accounts and documentation
• Work closely with internal teams to fulfill client requests
• Organize client files and ensure accurate data entry
• Provide deep support to the Client Services Team
• Follow up with departments to track progress and resolve outstanding issues
• Become an expert on BHG products and services
• Build collaborative relationships with internal stakeholders
🎯 Must-Have Traits
• Associate’s degree preferred (or equivalent work experience)
• 1–2 years in a professional customer service or client support role
• Solid grasp of financial documents and terminology
• Strong organization, multi-tasking, and attention to detail
• Excellent written and verbal communication
• Comfortable working independently in a remote setting
• Quick thinker with sound problem-solving skills
• Eagerness to learn and grow in a dynamic, evolving company
💻 Remote Requirements
• Must be based in the U.S.
• Available to work the full 10AM–7PM EST shift, Monday–Friday
• Reliable home internet and computer proficiency
• Ability to stay organized and responsive while working independently
💡 Why It’s a Win for Remote Job Seekers
This isn’t just a help desk job—it’s a career path. You’ll be joining a company known for its internal promotions, leadership development, and culture of high performance. Plus, with monthly Wellness Fridays, comprehensive benefits, and ongoing learning opportunities, you’ll have support both professionally and personally.
✍️ Call to Action
If you’re ready to bring your A-game and grow with a company that sees people as its #1 asset, apply now and start your next chapter with BHG Financial.