Registered Bilingual Financial Customer Service Professional – Empowering Clients Through Seamless Wealth Management Support

About brighthush

brighthush is a forward‑thinking financial services firm dedicated to helping individuals and families achieve lasting financial freedom. With a portfolio of retirement savings solutions, investment advisory services, and personalized wealth‑management tools, we empower clients to navigate the complexities of the financial world with confidence and clarity. Our mission is simple: deliver exceptional service, innovative solutions, and a culture of integrity that inspires both our clients and our people.

Why Join brighthush?

At brighthush, you’ll be part of a dynamic team that values curiosity, collaboration, and continuous learning. We believe that the best ideas come from diverse perspectives, which is why we actively foster an inclusive environment where every voice is heard. Whether you’re a seasoned professional or just starting your career, brighthush offers a platform to grow, innovate, and make a real impact on the lives of our clients.

Position Overview

We are seeking a highly motivated, bilingual (English/Spanish) Customer Service Professional to join our remote team. This role is ideal for individuals who thrive in fast‑paced environments, enjoy problem‑solving, and are passionate about delivering top‑notch client experiences. As a key member of our Customer Service division, you will be the first point of contact for clients, ensuring their needs are met with precision, empathy, and professionalism.

Key Responsibilities

• Client Interaction: Serve as the primary liaison for clients, addressing inquiries via phone, email, and chat with a focus on clarity and efficiency.
• Account Management: Process account changes, new account openings, and account closures while maintaining strict adherence to compliance and regulatory standards.
• Financial Education: Educate clients on investment options, retirement planning strategies, and the benefits of our suite of financial products.
• Issue Resolution: Identify, troubleshoot, and resolve client issues promptly, escalating complex matters to the appropriate internal teams when necessary.
• Data Accuracy: Maintain meticulous records in our CRM system, ensuring all client interactions and transactions are accurately documented.
• Compliance & Risk Management: Adhere to FINRA Series 6 and 63 regulations, uphold data privacy standards, and participate in ongoing compliance training.
• Continuous Improvement: Contribute to process enhancements, share best practices, and help refine customer service protocols.

Essential Qualifications

• Associate’s degree or higher in Finance, Business, or a related field.
• Minimum of 1 year of customer service experience in a financial context, or 2+ years in a general customer service role.
• Active FINRA Series 6 and 63 licenses (or willingness to obtain within 90 days).
• Fluency in English and Spanish (both written and spoken).
• Strong communication skills, with the ability to explain complex financial concepts in simple terms.
• Proficiency with CRM systems, Microsoft Office Suite, and basic data entry.
• Ability to work independently in a remote setting while maintaining high productivity and accountability.
• Authorized to work in the United States without sponsorship.

Preferred Qualifications

• Experience in a brokerage, wealth‑management, or financial advisory environment.
• Knowledge of investment products such as mutual funds, ETFs, and retirement vehicles.
• Prior exposure to FINRA regulatory requirements and compliance procedures.
• Experience with call‑center software, ticketing systems, and workflow automation.
• Demonstrated ability to handle high‑volume client interactions while maintaining a positive attitude.

Core Competencies & Skills

• Client‑Centric Mindset: A genuine desire to help clients achieve their financial goals.
• Problem‑Solving: Analytical thinking to diagnose issues and propose effective solutions.
• Attention to Detail: Precision in data entry, documentation, and compliance adherence.
• Adaptability: Flexibility to navigate changing priorities and evolving client needs.
• Team Collaboration: Ability to work cross‑functionally with sales, compliance, and technology teams.
• Time Management: Efficiently balance multiple tasks while meeting deadlines.
• Technology Proficiency: Comfortable learning new software tools and platforms.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As a Customer Service Professional, you’ll have access to:

• Structured onboarding and mentorship programs to accelerate your learning curve.
• Regular training sessions on financial products, regulatory updates, and customer experience best practices.
• Opportunities to pursue advanced FINRA certifications (Series 7, 63, 65) with company sponsorship.
• Clear career pathways into roles such as Client Relationship Manager, Compliance Analyst, or Product Specialist.
• Cross‑departmental projects that broaden your skill set and expose you to new facets of the business.

Work Environment & Culture

brighthush champions a flexible, inclusive, and collaborative culture. Key highlights include:

• Fully remote work model with optional on‑site gatherings in Overland Park for team building.
• Open communication channels, including weekly town halls, virtual coffee chats, and an internal knowledge base.
• A commitment to work‑life balance, with generous paid time off and flexible scheduling.
• Regular recognition programs celebrating individual and team achievements.
• Community outreach initiatives, such as financial literacy workshops and volunteer days.

Compensation & Benefits

We offer a competitive salary range of USD 50,300 – 69,125 per year, commensurate with experience and qualifications. In addition to base pay, you’ll enjoy:

• 401(k) plan with company matching to help you build a secure financial future.
• Generous paid time off (PTO) and paid holidays to recharge and spend time with loved ones.
• Tuition reimbursement program to support your ongoing education and professional development.
• Health, dental, and vision insurance plans designed to meet diverse needs.
• Comprehensive life and disability coverage.
• Parental leave policy that supports new parents with paid time off and flexible return options.
• Employee assistance program (EAP) for mental health and well‑being support.
• Access to wellness resources, including virtual fitness classes and mindfulness sessions.

How to Apply

If you’re ready to bring your bilingual customer service expertise to a forward‑thinking financial firm, we’d love to hear from you. Click the link below to submit your application and join the brighthush family.

Apply to this position at brighthush

Closing Statement

At brighthush, we’re more than a financial services company—we’re a community of passionate professionals dedicated to empowering clients and each other. If you’re a bilingual, customer‑focused individual with a drive to excel in a collaborative, growth‑oriented environment, we invite you to apply today. Together, we’ll help clients build the financial futures they deserve while advancing your own career to new heights.