Customer Operations Associate – Financial Services – Remote – Full Time – Brighthush – Growth & Development Opportunities

About Brighthush

Brighthush is a forward‑thinking financial services firm dedicated to empowering individuals and families to achieve lasting financial freedom. With a portfolio of annuity products, investment solutions, and retirement planning tools, we help our customers navigate the complex world of finance with confidence, clarity, and compassion. Our mission is simple: to provide the highest quality financial products and services while fostering a culture of innovation, integrity, and inclusivity.

Why Join Brighthush?

At Brighthush, we believe that every team member is a vital part of our success story. We’re not just a company; we’re a community of thinkers, doers, and dreamers who are committed to making a real difference in the lives of our customers. Here’s what makes Brighthush a unique place to grow your career:

• Impactful Work: Your day-to-day will directly influence the financial well‑being of our clients, ensuring they receive accurate, timely, and personalized service.
• Collaborative Culture: Cross‑functional teamwork is at the heart of everything we do. You’ll partner with product specialists, compliance teams, and technology experts to continuously improve processes.
• Learning & Development: From on‑the‑job training to formal courses and mentorship programs, Brighthush invests heavily in your professional growth.
• Inclusive Environment: We celebrate diversity in all its forms and strive to create a workplace where everyone feels respected, heard, and empowered.
• Competitive Compensation & Benefits: We offer a comprehensive package that rewards performance, supports work‑life balance, and encourages long‑term financial security.

Key Responsibilities

As a Customer Operations Associate, you will be the first line of support for our annuity product suite. Your responsibilities will include:

• Processing financial transactions such as withdrawals, transfers, beneficiary changes, and account maintenance with meticulous accuracy.
• Entering and updating customer data in our administrative systems while ensuring data integrity and compliance with regulatory standards.
• Maintaining and exceeding Service Level Agreements (SLAs) for both internal teams and external partners.
• Collaborating with cross‑functional teams to identify process improvements, reduce errors, and enhance the overall customer experience.
• Escalating complex issues to senior staff and, when necessary, communicating directly with customers or agents to resolve open inquiries.
• Participating in continuous improvement initiatives, including root‑cause analysis and the implementation of best practices.

Essential Qualifications

• High school diploma required; Associate’s degree or equivalent experience preferred.
• Prior customer service experience, preferably in a financial or regulated environment.
• Strong written and verbal communication skills, with the ability to explain complex concepts in simple terms.
• Proficiency with computers and common software applications (Excel, Word, Outlook, and database systems).
• Ability to follow detailed procedures and maintain strict adherence to compliance guidelines.
• Comfortable working in a fast‑paced, high‑volume environment while maintaining accuracy.
• Excellent organizational skills and the ability to multitask, prioritize, and meet deadlines.
• Self‑motivated, proactive, and eager to learn and grow.
• Authorized to work in the United States without sponsorship.

Preferred Qualifications

• Experience with financial transaction processing or account maintenance.
• Knowledge of annuity products, retirement planning, or related financial services.
• Familiarity with regulatory requirements such as SEC, FINRA, or state insurance regulations.
• Previous exposure to a call center or high‑volume customer support role.
• Experience with data quality tools or process improvement methodologies (Lean, Six Sigma).

Skills & Competencies

• Attention to detail and a commitment to delivering error‑free work.
• Strong analytical and problem‑solving abilities.
• Excellent interpersonal skills and the ability to build rapport with customers and colleagues.
• Adaptability and resilience in a dynamic, evolving environment.
• Time‑management skills that enable you to handle multiple tasks efficiently.
• Proficiency in using CRM and ERP systems, with a willingness to learn new technologies.

Career Growth & Development

Brighthush is built on the belief that talent deserves opportunity. As a Customer Operations Associate, you will have a clear career path that may include:

• Senior Customer Operations Specialist – leading a team of associates and driving process improvements.
• Operations Manager – overseeing multiple teams, setting strategy, and ensuring operational excellence.
• Product Specialist – leveraging your deep product knowledge to shape future offerings.
• Compliance Analyst – ensuring adherence to regulatory standards across the organization.
• Continuous learning through internal workshops, external certifications, and mentorship programs.

Work Environment & Culture

Brighthush embraces a hybrid work model that blends remote flexibility with in‑office collaboration. Our culture is defined by:

• Transparency: Open communication channels and regular updates from leadership.
• Collaboration: Cross‑departmental projects that foster teamwork and shared success.
• Innovation: Encouragement to experiment, propose new ideas, and implement creative solutions.
• Well‑being: Resources for mental health, physical fitness, and work‑life balance.
• Recognition: Regular shout‑outs, awards, and performance bonuses that celebrate achievements.

Compensation & Benefits

We offer a competitive hourly rate of $22.00 – $30.87, with eligibility for an annual company bonus based on performance. In addition, you will receive:

• 401(k) plan with company Apply for this job