Experienced Defined Contribution Customer Solutions Specialist – Virtual – FINRA Certified – Remote (Texas/US) – Full Time

About brighthush

brighthush is a trailblazing leader in the benefits administration arena, redefining how organizations and employees connect with their health, wealth, wellbeing, and absence solutions. By weaving together cutting‑edge technology, data‑driven insights, and a people‑first philosophy, brighthush empowers businesses to deliver seamless, personalized benefits experiences that drive engagement, retention, and long‑term success. Our mission is simple: to create a unified benefits ecosystem that supports every employee’s journey from onboarding to retirement.

As a global provider, brighthush serves thousands of clients across North America, Europe, and Asia, helping them navigate complex regulatory landscapes while delivering intuitive, user‑friendly platforms. Our culture is built on collaboration, innovation, and a relentless commitment to excellence. We celebrate diversity, encourage continuous learning, and reward those who push the boundaries of what’s possible.

Why Join brighthush?

• Impactful Work – Your expertise will directly shape how employees understand and engage with their retirement plans.
• Remote Flexibility – Work from anywhere in Texas or the United States while staying connected to a vibrant, distributed team.
• Career Growth – Accelerate your professional journey with mentorship, cross‑functional projects, and a clear path to senior roles.
• Competitive Compensation & Benefits – Earn a base salary of $50,000–$60,000, complemented by a comprehensive benefits package.
• Learning & Development – Access tuition reimbursement, industry certifications, and internal training programs.

Key Responsibilities

As a Defined Contribution Customer Solutions Specialist, you will be the frontline advocate for our clients’ retirement plan participants. Your role blends customer service excellence with deep financial knowledge, ensuring every interaction is accurate, insightful, and empowering.

• Handle inbound calls, emails, and chat inquiries from plan participants, providing timely, accurate information about plan features, contributions, and investment options.
• Deliver clear, concise financial education, guiding participants through complex concepts such as vesting schedules, contribution limits, and tax implications.
• Resolve complex questions and issues, collaborating with internal teams (Compliance, Product, Technical Support) to ensure consistent, compliant responses.
• Document all interactions in our CRM system, maintaining high data integrity and adhering to regulatory standards.
• Identify trends in participant inquiries and propose process improvements to enhance service quality and operational efficiency.
• Participate in ongoing training to stay current on industry regulations (FINRA, ERISA, IRS) and product updates.
• Support the acquisition of FINRA SIE certification and facilitate the timely completion of Series 6 and Series 63 licenses within six months.

Essential Qualifications

• FINRA SIE certification (or actively pursuing it) – a prerequisite for all roles in this domain.
• Demonstrated ability to acquire Series 6 and Series 63 licenses within a six‑month timeframe.
• Experience in defined contribution or qualified retirement plan administration, or a proven track record in financial services customer support.
• Strong analytical and problem‑solving skills, with the capacity to interpret complex financial data and translate it into actionable guidance.
• Excellent verbal and written communication skills in English, with a professional, empathetic tone.
• Proficiency with CRM platforms, Microsoft Office Suite, and data‑entry tools.
• Valid work authorization in the United States; no sponsorship required.

Preferred Qualifications

• Prior experience in a remote, distributed team environment.
• Knowledge of retirement plan regulations (ERISA, IRS) and compliance best practices.
• Experience with financial education programs or employee benefits communication.
• Familiarity with brighthush’s platform or similar benefits administration systems.
• Strong project management skills and the ability to lead cross‑functional initiatives.

Key Skills & Competencies

• Customer‑Centric Mindset – Passion for helping individuals achieve their financial goals.
• Financial Literacy – Deep understanding of retirement plan mechanics and investment principles.
• Regulatory Awareness – Up‑to‑date knowledge of FINRA, ERISA, and IRS guidelines.
• Communication Excellence – Ability to explain complex concepts in simple, relatable terms.
• Problem‑Solving – Analytical approach to diagnosing issues and crafting effective solutions.
• Collaboration – Comfortable working with cross‑functional teams in a virtual setting.
• Adaptability – Thrives in a fast‑moving environment with evolving priorities.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent from the ground up. As a Customer Solutions Specialist, you will:

• Progress to senior specialist or team lead roles within 2–3 years, based on performance and leadership potential.
• Gain exposure to product development, compliance strategy, and data analytics projects.
• Participate in leadership development programs, including mentorship, coaching, and executive shadowing.
• Earn industry certifications (Series 6, Series 63, CFP, etc.) through our tuition reimbursement program.
• Attend annual conferences, webinars, and workshops to stay ahead of industry trends.

Work Environment & Company Culture

brighthush thrives on a culture of trust, transparency, and collaboration. Our remote teams are empowered to make decisions, share ideas, and celebrate successes together. We prioritize:

• Inclusive communication – weekly virtual town halls, open‑door leadership channels, and cross‑team knowledge sharing.
• Work‑life balance – flexible scheduling, generous paid time off, and a focus on mental health.
• Innovation – a sandbox mentality that encourages experimentation and rapid iteration.
• Community impact – volunteer opportunities, charitable giving, and sustainability initiatives.

Compensation & Benefits

While the base salary ranges from $50,000 to $60,000 annually, brighthush offers a holistic benefits package designed to support your well‑being and future:

• 401(k) plan with company match to help you build long‑term wealth.
• Generous paid time off (PTO) and holiday schedule.
• Tuition reimbursement for approved courses and certifications.
• Health, dental, and vision insurance plans with competitive premiums.
• Comprehensive life and disability coverage.
• Generous parental leave policy for new parents.
• Employee assistance program (EAP) for mental health support.
• Wellness stipend and access to virtual fitness classes.

How to Apply

Ready to take the next step in your career and join a forward‑thinking organization that values your expertise? Click the link below to submit your application and become part of the brighthush family.

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Join brighthush Today

At brighthush, we’re not just building a benefits platform – we’re shaping the future of employee financial well‑being. If you’re passionate about financial education, customer service, and making a tangible difference in people’s lives, we want to hear from you. Apply now and help us empower thousands of employees to achieve their retirement dreams.