Experienced Financial Customer Service Professional – Retirement Savings & Wealth Management Support Specialist at brighthush

About brighthush

At brighthush, we believe that financial empowerment begins with the people who help people. Our mission is to transform financial lives by giving our associates the freedom to grow, learn, and thrive. We operate in the dynamic world of retirement savings and wealth management, serving a diverse customer base that trusts us to safeguard their future. With a flexible work environment, fluid career paths, and a culture that celebrates internal mobility, brighthush is the place where talent meets purpose.

Why Join brighthush?

We’re not just another financial services firm. We’re a community that values purpose, well‑being, and work‑life balance. Our associates dedicate thousands of hours to volunteering for causes that matter most to them, and we recognize that a healthy, engaged workforce drives the best results. Whether you’re a seasoned professional or just starting out, brighthush offers:

• Remote and hybrid work options with a supportive home‑office setup
• Comprehensive training and continuous coaching to build a solid foundation in financial services
• Clear, merit‑based career progression and internal mobility opportunities
• A culture of inclusion, collaboration, and innovation

Key Responsibilities

As a Registered Financial Customer Service Professional, you will be the frontline advocate for our clients’ retirement savings accounts. Your day‑to‑day tasks will include:

• Delivering exceptional customer service in a high‑volume call center environment
• Educating and empowering clients about their retirement plans without engaging in cold calls or sales activities
• Communicating critical plan updates, policy changes, and regulatory information clearly and accurately
• Processing contribution changes, loan requests, withdrawals, and other account adjustments with precision
• Handling general account inquiries and changes in accordance with company procedures and industry best practices
• Collaborating with cross‑functional teams to resolve complex client issues and improve service processes

What You’ll Bring

We’re looking for individuals who are ready to hit the ground running and grow with us. The ideal candidate will:

• Hold a bachelor’s degree or higher and possess at least one year of customer service experience (or two years of experience if you do not have a degree)
• Be licensed with current FINRA Series 6 and Series 63 (or an equivalent license) – a must for this role
• Be available to work a 40‑hour week, including evenings, weekends, and occasional Saturdays, to meet business needs
• Demonstrate a strong work ethic, adaptability, and a passion for delivering high‑quality service
• Be comfortable working overtime as required by business demand
• Have reliable high‑speed internet (minimum 50 Mbps download, 10 Mbps upload) with a wired connection and a quiet workspace for training and daily operations
• Be authorized to work in the United States without the need for sponsorship

What Sets You Apart

While the above qualifications are essential, the following attributes will make you stand out:

• Prior experience in financial services or a call‑center environment
• A genuine passion for customer service and a desire to help clients achieve financial freedom
• Excellent verbal communication skills and the ability to tailor your style to a diverse clientele
• Meticulous attention to detail and a quick learning curve for industry policies, processes, and procedures
• Proficiency with CRM systems, Microsoft Office, and other technology tools used in a call‑center setting

Skills & Competencies

Success at brighthush requires a blend of technical knowledge and soft skills:

• Financial literacy – understanding retirement products, investment options, and regulatory frameworks
• Problem‑solving – diagnosing client issues and providing effective solutions
• Time management – balancing multiple tasks while maintaining high service levels
• Team collaboration – working closely with peers, supervisors, and other departments
• Continuous improvement – actively seeking feedback and contributing to process enhancements

Career Growth & Learning Opportunities

At brighthush, we invest in your professional development. From the moment you join, you’ll receive:

• Paid, structured onboarding and associate training programs covering financial services fundamentals
• Ongoing coaching and mentorship from experienced leaders
• Access to a robust learning portal with courses on advanced financial topics, compliance, and leadership skills
• Clear pathways to advance into senior customer service roles, team leadership, or specialized financial advisory positions
• Opportunities to cross‑train in other business units, expanding your skill set and career options

Work Environment & Culture

Our culture is built on trust, respect, and a shared commitment to excellence. You’ll find:

• A supportive, inclusive environment that values diverse perspectives
• Regular team‑building events, both virtual and in‑person, to foster camaraderie
• Business‑casual dress code with the flexibility to wear jeans in a professional setting
• Active Business Resource Groups (BRGs) that promote inclusion and collaboration across the organization
• Regular volunteer opportunities and paid volunteer time to give back to the community

Compensation & Benefits

We offer a competitive total‑compensation package that rewards performance and dedication:

• Base salary range: $41,600 – $57,125 per year, with potential for bonuses based on performance
• Generous 401(k) plan with up to 6% company match and optional discretionary contributions
• Health, dental, vision, and life insurance plans for you and your family
• Tuition reimbursement up to $5,250 per year for approved educational pursuits
• Paid time off (PTO) program, ten paid company holidays, and three floating holidays annually
• Paid parental leave, short‑ and long‑term disability coverage, and Family & Medical Leave Act (FMLA) compliance
• Paid volunteer time (16 hours per calendar year) and access to community service initiatives
• Comprehensive wellness resources, including mental health support and employee assistance programs

How to Apply

Ready to take the next step in your career and help clients achieve financial freedom? Click the link below to submit your application and join the brighthush family. We’re excited to learn how your skills and passion align with our mission.

Apply to this position at brighthush

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Equal Opportunity Employer

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 age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, military or veteran status, genetic information, or any other status protected by law.

Important Information

• The contact center operates until 10:00 p.m. Eastern; shift assignments are based on business needs, with the closing shift typically experiencing the highest demand. • Remote and hybrid positions require reliable high‑speed internet with a wired connection and a dedicated workspace. • Applicants must be authorized to work in the U.S. without sponsorship. • The posting deadline is 11‑30‑2026 at 12:01 a.m. (Eastern Time).

We look forward to welcoming you to brighthush, where your career and the financial futures of our clients are built on a foundation of integrity, growth, and shared success.