Remote Customer Service Representative – Client Support Specialist for Financial Services & Technology Solutions at brighthush

Introduction

At brighthush, we are redefining the way technology meets people. As a global leader in digital transformation, we empower businesses across the financial services sector to deliver seamless, secure, and scalable solutions. Our remote Customer Service Representative role is at the heart of this mission, connecting our clients—financial advisors, support staff, and external customers—to the expertise and resources they need to thrive.

Whether you’re a seasoned call‑center professional or a recent graduate eager to launch a career in tech‑enabled customer support, this position offers a dynamic, fast‑paced environment where every interaction matters. Join a team that values curiosity, collaboration, and continuous improvement, and help us build lasting relationships with clients who rely on us to keep their operations running smoothly.

Key Responsibilities

• Client Interaction & Issue Resolution: Handle inbound calls and messages from branch personnel, internal stakeholders, and external clients, providing clear, concise, and accurate solutions to inquiries and problems.
• Product & Service Education: Explain account services, product features, and available capabilities to clients, ensuring they understand how to maximize the value of brighthush’s offerings.
• Technical Troubleshooting: Perform basic technical diagnostics and resolve common technology‑related issues, including Windows 11 navigation, Citrix, Good for Enterprise, and Active Directory problems.
• Hardware Support: Assist users with troubleshooting monitors, speakers, keyboards, and mice, ensuring minimal downtime for critical financial operations.
• Documentation & Follow‑Up: Maintain detailed, accurate records of client interactions, actions taken, and follow‑up steps in our CRM system, ensuring transparency and continuity.
• Process Improvement: Identify recurring issues or bottlenecks and collaborate with cross‑functional teams to refine support processes and enhance client satisfaction.
• Adaptability & Prioritization: Thrive in a rapidly evolving environment, juggling multiple priorities while maintaining a high level of professionalism and empathy.
• Team Collaboration: Work closely with the Client Services team, technical specialists, and product managers to deliver a unified, high‑quality support experience.

Essential Qualifications

• High School Diploma or equivalent (college coursework or a bachelor’s degree is a plus).
• Minimum of 1–2 years of call center or customer service experience, preferably in a technology‑focused environment.
• Proficiency with Microsoft Office Suite, especially Outlook, and strong Windows 11 navigation skills.
• Excellent verbal and written communication skills, with the ability to convey complex information in a clear, concise manner.
• Strong organizational skills, meticulous attention to detail, and a commitment to accuracy.
• Demonstrated problem‑solving and analytical abilities, with a proactive approach to troubleshooting.
• Professionalism and empathy in all client interactions, with a proven track record of building rapport and maintaining client trust.
• Ability to prioritize tasks effectively and adapt to changing business needs.

Preferred Qualifications

• Experience in banking, financial services, or wealth management environments.
• Familiarity with Citrix, Good for Enterprise, and Active Directory.
• Knowledge of Microsoft Office and Outlook troubleshooting techniques.
• Experience troubleshooting hardware issues such as monitors, speakers, keyboards, and mice.
• Previous exposure to client‑facing roles within a remote or hybrid setting.

Skills & Competencies

• Customer‑Centric Mindset: Passion for delivering outstanding service and ensuring a positive client experience.
• Technical Aptitude: Comfortable learning new software tools and troubleshooting technical issues quickly.
• Communication: Clear, concise, and professional communication across multiple channels (phone, email, chat).
• Time Management: Ability to handle high call volumes while maintaining quality and accuracy.
• Collaboration: Team player who works effectively with cross‑functional teams to resolve complex issues.
• Continuous Learning: Eagerness to stay updated on industry trends, product updates, and emerging technologies.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As a Customer Service Representative, you will:

• Gain exposure to cutting‑edge financial technology solutions and industry best practices.
• Participate in ongoing training programs covering product knowledge, technical troubleshooting, and soft‑skill development.
• Earn certifications in Microsoft Office, Windows 11, and other relevant technologies.
• Progress into specialized roles such as Technical Support Specialist, Client Success Manager, or Product Implementation Consultant.
• Benefit from mentorship programs and leadership development initiatives designed to accelerate career growth.

Work Environment & Company Culture

brighthush’s remote work model empowers you to balance professional responsibilities with personal commitments. Our culture is built on:

• Inclusivity: A diverse workforce that values different perspectives and backgrounds.
• Collaboration: Regular virtual team meetings, knowledge‑sharing sessions, and cross‑departmental projects.
• Innovation: A commitment to continuous improvement, encouraging employees to propose new ideas and solutions.
• Well‑being: Resources for mental and physical health, including virtual fitness classes, counseling services, and flexible scheduling.
• Recognition: A robust recognition program that celebrates achievements and milestones.

Compensation & Benefits

We offer a competitive hourly rate of $18.50 per hour, along with a comprehensive benefits package that includes:

• Medical, Dental, Vision, and Life Insurance
• Paid holidays, paid time off, and paid parental leave
• 401(k) plan with company match contributions
• Long‑term and short‑term disability coverage
• Employee Stock Purchase Plan (ESPP)
• Annual discretionary incentive program based on performance and company results

All benefits are subject to eligibility requirements and applicable terms and conditions.

Eligibility & Application Process

brighthush will only consider applicants who are legally authorized to work in the United States without requiring sponsorship now or in the future. Applications will be accepted until September 23rd, 2026.

Ready to make an impact? Click the link below to apply and join a team that values innovation, customer focus, and professional growth.