Entry-Level Customer Service Representative – Remote Phone & Email Support Specialist for Brighthush Retirement Plan Services

About Brighthush

Brighthush is a forward‑thinking retirement plan services firm that empowers individuals and organizations to secure their financial futures. With a focus on innovation, integrity, and exceptional client service, Brighthush has become a trusted partner for plan sponsors across the United States. Our mission is simple: to make retirement planning accessible, transparent, and stress‑free for every participant.

Why Join Brighthush?

At Brighthush, we believe that great people create great results. We invest in our team through comprehensive training, continuous learning opportunities, and a culture that celebrates collaboration, curiosity, and personal growth. Whether you’re just starting your career or looking to broaden your skill set, Brighthush offers a dynamic, supportive environment where your contributions matter.

Remote Work, Flexible Hours, and a Strong Support System

• Fully remote position – work from the comfort of your own home
• Standard 40‑hour work week (8 hours/day, Monday‑Friday)
• All necessary hardware and software provided by Brighthush
• Regular virtual team meetings, mentorship programs, and peer‑to‑peer learning sessions

Role Overview

As a Remote Entry‑Level Customer Service Representative, you will serve as the first point of contact for Brighthush participants and plan sponsors. Your primary responsibilities will involve handling inbound phone calls and email inquiries related to retirement plan withdrawals, loan transactions, and general account questions. You will collaborate closely with record‑keeping partners, vendors, and internal departments to ensure accurate, timely, and compliant service delivery.

Key Responsibilities

• Answer and triage phone calls and emails from participants and plan sponsors with professionalism and empathy.
• Guide participants through the initiation of withdrawal and loan requests using Brighthush’s record‑keeper portals.
• Resolve inquiries regarding pending requests, transaction status, and plan documentation.
• Maintain accurate, up‑to‑date records in the Distribution Department’s database.
• Collaborate with vendors and plan sponsors to keep all parties informed and aligned.
• Pursue and successfully complete Brighthush’s Distribution Administrator and Loan Administrator Certificates.
• Assist with ad‑hoc projects, process improvements, and cross‑functional initiatives as needed.

Essential Qualifications

• Bachelor’s degree in any discipline (required).
• Excellent written and verbal communication skills in English.
• Strong organizational and prioritization abilities; capable of managing multiple tasks simultaneously.
• Self‑motivated, proactive, and able to work independently with minimal supervision.
• Adaptable to changing priorities and comfortable in a fast‑paced environment.
• Coachable, eager to learn, and committed to ongoing professional development.
• Authorized to work in the United States and eligible for remote work from any U.S. state.

Preferred Qualifications

• Previous experience in a customer service or call‑center role (not required).
• Bilingual proficiency (Spanish, French, or other languages) – a plus.
• Familiarity with retirement plan terminology or financial services (advantageous).
• Experience with CRM or ticketing systems (e.g., Zendesk, Salesforce).

Skills & Competencies

• Customer‑centric mindset: always putting the participant’s needs first.
• Problem‑solving: diagnosing issues quickly and providing clear, actionable solutions.
• Attention to detail: ensuring data accuracy and compliance with regulatory standards.
• Technical proficiency: comfortable navigating web portals, spreadsheets, and basic troubleshooting.
• Team collaboration: working effectively with cross‑functional teams in a virtual setting.
• Time management: balancing multiple inquiries while meeting response time targets.

Training & Certification

Brighthush provides a comprehensive onboarding program that covers:

• In‑depth product knowledge of retirement plan withdrawals and loan processes.
• Hands‑on training with Brighthush’s record‑keeper portals and internal systems.
• Guidance on regulatory compliance and data privacy best practices.
• Support to obtain Brighthush’s Distribution Administrator and Loan Administrator Certificates – a credential that enhances your expertise and career trajectory.

Career Growth & Development

At Brighthush, we view every role as a stepping stone. As you master the fundamentals of participant support, you’ll have opportunities to:

• Advance to senior customer service or team lead positions.
• Transition into specialized roles such as Compliance Analyst, Operations Specialist, or Client Success Manager.
• Participate in leadership development programs and mentorship initiatives.
• Earn additional certifications and industry credentials that broaden your skill set.

Work Environment & Culture

Brighthush’s culture is built on three core values: Integrity, Innovation, and Impact. We foster an inclusive, collaborative atmosphere where every team member’s voice is heard. Our remote work model is designed to promote work‑life balance, with flexible scheduling options and a focus on results rather than hours logged.

What You’ll Experience

• Regular virtual coffee chats with peers and leaders.
• Monthly learning sessions covering industry trends, new tools, and soft‑skill development.
• Access to an online learning portal with courses on customer service excellence, financial literacy, and technology.
• Annual team retreats (virtual or in‑person) to celebrate achievements and strengthen bonds.

Compensation & Benefits

• Competitive hourly rate: $21–$25 per hour, commensurate with experience.
• Annualized salary range: $43,680–$52,000 (based on 40‑hour work week).
• Health, dental, and vision insurance (standard plans available).
• 401(k) retirement plan with company match.
• Paid time off (vacation, sick leave, and holidays).
• Professional development stipend and tuition reimbursement.
• Employee assistance program and wellness resources.
• Comprehensive technology stipend to support remote work.

How to Apply

Ready to start your journey with Brighthush? Click the button below to submit your application. We look forward to learning how your unique skills and passion for customer service can help us elevate the retirement experience for our participants.

Apply to Brighthush Today

Brighthush Commitment to Diversity and Inclusion

Brighthush is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or any other protected status.

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