Seasoned Bilingual Financial Customer Service Specialist – Retirement & Investment Support – Remote, Full‑Time – Empower Clients with brighthush

About brighthush

brighthush is a trailblazer in the financial services arena, dedicated to transforming the way people plan for their future. With a presence that spans the United States, Canada, and the United Kingdom, we provide cutting‑edge retirement planning, investment advisory, and wealth‑management solutions that empower individuals to achieve lasting financial freedom. Our culture is built on the belief that every associate is a catalyst for positive change—both for our clients and for their own professional journey.

Why brighthush is the Right Choice for Your Career

When you join brighthush, you become part of a mission‑driven team that values innovation, collaboration, and personal growth. Here’s what sets us apart:

• Flexibility that Works for You – Enjoy the freedom of remote work, flexible scheduling, and a supportive environment that respects your work‑life balance.
• Accelerated Career Pathways – Structured learning tracks, mentorship programs, and internal mobility opportunities allow you to evolve across roles and functions.
• Impactful Purpose – Every interaction you have helps a client move closer to financial independence, directly contributing to the prosperity of our community.
• Diversity & Inclusion at the Core – We celebrate a vibrant, inclusive culture where people from all backgrounds feel empowered to bring their authentic selves to work.
• Competitive Rewards – A comprehensive benefits package, performance‑based bonuses, and a generous 401(k) match that grows with you.

Key Responsibilities

As a Bilingual Financial Customer Service Specialist, you will serve as the frontline advocate for our clients, ensuring they receive exceptional service and clear guidance on their retirement savings accounts. Your day‑to‑day tasks will include:

• Providing timely, accurate assistance to customers via phone, chat, and email regarding account inquiries, plan updates, and transaction processing.
• Educating clients on investment options, contribution strategies, and retirement planning fundamentals—without the pressure of selling.
• Processing account changes such as contribution adjustments, loan requests, withdrawals, and general account updates in accordance with regulatory and internal policies.
• Communicating critical plan updates, policy changes, and compliance notices to customers in a clear, empathetic manner.
• Collaborating with cross‑functional teams—Compliance, Operations, and Sales—to resolve complex issues and continuously improve the customer experience.
• Maintaining meticulous records in our CRM system, ensuring data integrity and compliance with FINRA and SEC regulations.
• Participating in ongoing training and coaching sessions to deepen your knowledge of financial products, industry trends, and customer service best practices.

Essential Qualifications

• High school diploma or higher (associate’s degree preferred).
• Minimum of one year of customer service experience in any industry (e.g., food service, retail, hospitality, teaching, military, banking) or two or more years of customer service experience.
• FINRA Series 6 and Series 63 licenses (or equivalent) – a must for handling investment‑related inquiries.
• Fluency in both English and Spanish, with strong written and verbal communication skills in both languages.
• Availability to work a full 40‑hour week, Monday through Friday, with occasional Saturday shifts.
• Reliable high‑speed internet connection (minimum 50 Mbps download, 10 Mbps upload) and a dedicated, quiet workspace for training and daily operations.
• Proficiency with Windows or Mac operating systems, Microsoft Office Suite, and experience using CRM platforms.

Preferred Qualifications & What Sets You Apart

• Prior experience in a financial services or call‑center environment.
• Demonstrated passion for delivering outstanding customer service and building lasting relationships.
• Strong analytical skills and the ability to interpret financial statements and investment documents.
• Adaptability in communication style to meet the diverse needs of our client base.
• Attention to detail and a commitment to adhering to industry policies, procedures, and compliance standards.
• Experience with remote work tools (Zoom, Teams, Slack) and a self‑motivated, disciplined work ethic.

Career Growth & Learning Opportunities

At brighthush, your professional development is a top priority. We offer:

• Structured onboarding and paid training programs that cover product knowledge, compliance, and customer service excellence.
• Mentorship and coaching from seasoned professionals across the organization.
• Access to an internal learning portal with courses on financial planning, investment strategies, and regulatory updates.
• Clear pathways to advance into senior customer service roles, product specialist positions, or cross‑functional teams such as Compliance, Operations, or Sales.
• Annual tuition reimbursement of up to $5,250 to support your continued education and certifications.

Work Environment & Company Culture

brighthush fosters a collaborative, inclusive, and high‑energy environment—whether you’re working from home or in one of our regional hubs. Highlights include:

• A business‑casual dress code that encourages comfort and authenticity.
• Regular virtual team‑building events, hackathons, and community service initiatives.
• Active Business Resource Groups (BRGs) that promote inclusion, networking, and professional growth.
• Open communication channels with leadership, ensuring your voice is heard and your ideas are valued.

Compensation & Benefits

We offer a competitive base salary ranging from $50,300 to $69,125 per year, with additional performance‑based incentives for non‑sales roles. Your total compensation package includes:

• Medical, dental, vision, and life insurance plans.
• 401(k) retirement plan with up to 6% company match and potential discretionary contributions.
• Generous paid time off (PTO) program, ten paid company holidays, and three floating holidays annually.
• Paid volunteer time—16 hours per calendar year—to support causes you care about.
• Paid parental leave, short‑ and long‑term disability, and Family & Medical Leave Act (FMLA) coverage.
• Access to a financial wellness portal, including budgeting tools, investment calculators, and personalized financial advice.
• Employee assistance program (EAP) for mental health and well‑being support.

Eligibility & Application Process

To be considered, you must be authorized to work in the United States and possess the required licenses and language proficiency. We do not sponsor work visas at this time.

Ready to take the next step in your career? Submit your application through our careers portal. We review applications on a rolling basis and will contact qualified candidates promptly.

Join brighthush Today

At brighthush, you’ll find a place where your skills are celebrated, your growth is nurtured, and your impact is felt by thousands of customers every day. If you’re passionate about financial empowerment, bilingual communication, and delivering world‑class service, we want to hear from you. Apply now and help us shape the future of financial well‑being—one conversation at a time.