Customer Service Representative – Remote, Client‑Facing, Mutual Fund Operations Specialist at brighthush Investments

About brighthush

brighthush is a global leader in investment management, stewarding more than $800 billion in assets for institutional, retail, and insurance clients worldwide. With a legacy that blends disciplined active management, deep expertise, and a long‑term partnership mindset, brighthush delivers enduring value across market cycles. Our unified brand brings together specialized investment teams under one roof, combining the agility of niche expertise with the scale and stability of a leading mutual institution. Whether you’re a seasoned professional or an ambitious newcomer, brighthush offers a dynamic environment where innovation meets tradition, and where every team member plays a pivotal role in shaping the future of investing.

Role Overview

We’re looking for a detail‑oriented, customer‑focused professional to join our Client Services team as a Customer Service Representative. In this fully remote, full‑time role, you’ll support mutual fund operations, handle client inquiries, and ensure the highest level of service for approximately 450,000 directly serviced accounts. Your work will be central to maintaining the trust and satisfaction that brighthush is known for, and you’ll have the opportunity to grow your expertise through a structured training program and ongoing mentorship.

What You’ll Do

• Participate in a comprehensive 2–3 month on‑the‑job training program that covers mutual fund operations, compliance, and client service best practices.
• Research and resolve inquiries from registered representatives and shareholders regarding their mutual fund accounts, ensuring accuracy and compliance.
• Handle inbound phone requests related to redemptions, exchanges, and account maintenance updates, providing timely and professional responses.
• Perform quality control reviews of transactions processed by team members to detect and correct errors, maintaining the highest standards of accuracy.
• Collaborate effectively within a cross‑functional team while managing individual responsibilities and meeting daily service metrics.
• Identify and communicate process inefficiencies or risk areas, contributing to continuous improvement initiatives.
• Maintain up‑to‑date knowledge of mutual fund products, investment terminology, and regulatory requirements.
• Adhere to brighthush’s code of conduct, ensuring ethical judgment and decision‑making in every client interaction.

Essential Qualifications

• Bachelor’s degree or equivalent professional experience in finance, business, or a related field.
• Strong customer‑service mindset with a genuine desire to help others.
• Exceptional verbal and written communication skills, with professional phone etiquette.
• High attention to detail, excellent organizational skills, and strong problem‑solving abilities.
• Demonstrated personal accountability and ethical judgment in a fast‑paced environment.
• Willingness to learn about the financial services industry, particularly mutual funds.
• Availability to work an 8‑hour shift between 9:00 AM and 5:00 PM Eastern Time, Monday through Friday.

Preferred Qualifications

• Previous experience in a corporate or financial services environment.
• Familiarity with mutual fund products, investment terminology, and regulatory frameworks.
• Experience with call center operations, quality control, or quality assurance roles.
• Knowledge of customer relationship management (CRM) systems and data entry best practices.

Skills & Competencies

• Client‑centric mindset: Ability to anticipate client needs and deliver proactive solutions.
• Analytical thinking: Strong ability to interpret data, identify trends, and recommend improvements.
• Adaptability: Thrive in a remote, dynamic environment while maintaining high productivity.
• Team collaboration: Work effectively with cross‑functional teams, sharing insights and best practices.
• Time management: Prioritize tasks, meet deadlines, and manage multiple inquiries simultaneously.
• Technology proficiency: Comfortable with Windows, Excel, and CRM platforms; quick to learn new tools.

Career Growth & Learning Opportunities

At brighthush, we believe that every employee’s growth fuels our collective success. As a Customer Service Representative, you’ll:

• Receive a structured onboarding program that includes mentorship, role‑specific training, and ongoing professional development.
• Gain exposure to a wide range of mutual fund products, investment strategies, and regulatory environments.
• Participate in cross‑functional projects that enhance your understanding of the entire investment lifecycle.
• Access internal learning portals, webinars, and certification programs to deepen your financial knowledge.
• Be considered for internal career pathways, including roles in operations, compliance, risk management, and client solutions.

Work Environment & Company Culture

brighthush values a culture of inclusion, integrity, and continuous improvement. Our remote work model empowers you to balance professional responsibilities with personal life, while our collaborative culture ensures you’re never working in isolation. Key cultural highlights include:

• Inclusive hiring practices that celebrate diverse perspectives.
• Regular virtual team events, knowledge‑sharing sessions, and community outreach initiatives.
• Transparent communication from leadership, with frequent updates on company performance and strategic goals.
• Commitment to employee well‑being, with resources for mental health, work‑life balance, and professional growth.

Compensation & Benefits

While the base salary for this role ranges from $50,000 to $55,000, compensation is tailored to your experience, skills, and qualifications. In addition to a competitive base, you’ll be eligible for:

• Annual discretionary bonus based on individual and company performance.
• Potential participation in incentive programs aligned with business objectives.
• Comprehensive benefits package, including health, dental, vision, and life insurance.
• Retirement savings plan with employer match.
• Paid time off, sick leave, and flexible holiday scheduling.
• Employee assistance programs, wellness initiatives, and mental health support.
• Unique offerings such as adoption assistance, student loan repayment support, and continuous learning stipends.

How to Apply

Ready to join a team that values your expertise and empowers your growth? Click the link below to submit your application and take the first step toward a rewarding career at brighthush.

Closing Statement

At brighthush, Apply for this job