Seasoned Financial Customer Associate – Hybrid Remote & In‑Office Specialist (Omaha & Lincoln, NE) – Empower Clients with brighthush: Drive Financial Confidence & Growth

About brighthush

brighthush is a forward‑thinking financial services firm that blends cutting‑edge technology, data‑driven insights, and a culture of continuous learning to help individuals and families achieve financial clarity and confidence. With a presence in Omaha and Lincoln, brighthush serves a diverse client base, offering personalized guidance on retirement planning, investment strategies, and everyday money decisions. Our mission is simple yet profound: empower every client to take control of their financial future with confidence, clarity, and compassion.

Why brighthush?

• Impactful Work: Every interaction you have directly influences a client’s sense of security and financial well‑being.
• Clear Career Path: The Financial Customer Associate (FCA) role is intentionally designed as a launchpad into a rewarding career in financial services.
• Flexible Work Options: Choose to work from home or from one of our modern Omaha or Lincoln offices—whichever best fits your lifestyle.
• Supportive Culture: We invest in your development through structured training, mentorship, and ongoing coaching.
• Competitive Compensation: Earn a solid hourly wage with opportunities for overtime and performance bonuses.
• Innovation at Scale: Work with state‑of‑the‑art CRM systems, AI‑powered analytics, and a collaborative team that values creative problem‑solving.
• Community Impact: brighthush partners with local nonprofits and financial literacy programs, giving you the chance to give back to the communities we serve.

Position Overview

As a Financial Customer Associate at brighthush, you will serve as the first point of contact for clients seeking assistance with their 401(k) plans, account balances, withdrawals, loans, and general account maintenance. Your role blends exceptional customer service with solid financial knowledge, ensuring clients feel supported, informed, and empowered.

This full‑time, hourly position offers the flexibility to work remotely or from our local Omaha or Lincoln offices. The standard schedule is Monday through Friday, 40 hours per week, with a 7:30 am–11:00 pm CST window to accommodate a diverse client base.

Key Responsibilities

• Handle inbound and outbound customer calls, providing clear, accurate information about 401(k) balances, withdrawals, loans, and account maintenance.
• Educate clients on financial products and resources, helping them make informed decisions that align with their goals.
• Navigate and troubleshoot basic technology issues, ensuring a smooth customer experience across phone and digital channels.
• Maintain meticulous records of customer interactions in our CRM system, ensuring compliance with regulatory standards.
• Participate in a 14‑week training cohort, progressing from basic customer calls to more complex 401(k) plan inquiries.
• Engage in team activities, well‑being support sessions, and career coaching to foster personal and professional growth.
• Contribute to continuous improvement initiatives, sharing insights that enhance service quality and operational efficiency.
• Adhere to all regulatory requirements, including those set by the Securities Exchange Act, the Investment Advisers Act, and FINRA.
• Collaborate with cross‑functional teams—such as Compliance, Operations, and Product Development—to resolve complex client issues.
• Track and report key performance metrics (e.g., call volume, resolution time, customer satisfaction scores) to help shape service strategy.

Essential Qualifications

• High School diploma or GED (college coursework or a degree is a plus but not required).
• Minimum of 1 year of customer service experience, preferably in a call center or financial services environment.
• Strong verbal communication skills with the ability to build rapport quickly.
• Empathy and professionalism when dealing with diverse customer needs.
• Adaptability to work flexible hours, including evenings and weekends as needed.
• Basic computer literacy and the ability to troubleshoot simple technical issues.
• Self‑motivated, team‑oriented mindset with a passion for learning.
• Availability to work within the 7:30 am–11:00 pm CST window.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM platforms.

Preferred Qualifications

• Experience with financial products such as 401(k) plans, IRAs, or retirement planning.
• Knowledge of regulatory frameworks governing retirement accounts.
• Previous exposure to CRM systems and call‑center metrics.
• Multilingual abilities to serve a broader client base.
• Demonstrated ability to meet or exceed performance targets in a high‑volume environment.
• Experience with data‑analysis tools or dashboards (e.g., Power BI, Tableau).

Skills & Competencies

• Customer‑Centric Mindset: Prioritizing client satisfaction and building long‑term relationships.
• Problem‑Solving: Quickly diagnosing issues and providing effective solutions.
• Attention to Detail: Ensuring accuracy in data entry and compliance documentation.
• Time Management: Balancing multiple tasks while maintaining high service quality.
• Collaboration: Working seamlessly with cross‑functional teams to resolve complex inquiries.
• Resilience: Maintaining composure under pressure and adapting to changing priorities.
• Tech Savviness: Comfortable learning new software and troubleshooting basic tech issues.
• Analytical Thinking: Ability to interpret data and use insights to improve customer interactions.

Career Growth & Learning Opportunities

At brighthush, the FCA role is intentionally designed as a stepping stone. Successful associates often move into:

• Senior Customer Associate or Team Lead positions, overseeing larger client portfolios.
• Specialist roles in retirement planning, financial advisory, or compliance.
• Management tracks that involve coaching new hires and shaping service strategies.
• Product Development or Operations roles that influence the next generation of financial tools.

We provide ongoing training modules, access to industry certifications (e.g., CFP, CFA, FINRA exams), and mentorship programs to support your career trajectory. Whether you aspire to become a subject‑matter expert or a future leader, brighthush offers the resources and guidance to help you succeed.

Work Environment & Culture

Our culture blends the flexibility of remote work with the camaraderie of in‑office collaboration. We value:

• Inclusivity: A diverse workforce where every voice is heard.
• Well‑Being: Regular wellness check‑ins, mental health resources, and flexible scheduling.
• Recognition: Celebrating achievements through awards, shout‑outs, and tangible rewards.
• Innovation: Encouraging creative problem‑solving and continuous improvement.
• Community Engagement: Volunteering opportunities and partnerships with local nonprofits.

Compensation, Perks & Benefits

• Competitive hourly wage with overtime opportunities during peak periods.
• Health, dental, and vision insurance options.
• Retirement savings plan with employer match.
• Paid time off, holidays, and flexible vacation policies.
• Employee assistance programs and wellness initiatives.
• Professional development budget and tuition reimbursement.
• Access to a robust learning platform covering financial services, compliance, and soft skills.
• Technology stipend for remote workers to set up an efficient home office.
• Employee referral bonuses and performance‑based incentives.

Important Note on Sponsorship

brighthush will not provide immigration sponsorship for this position. Candidates must be legally authorized to work in the United States.

How to Apply

Ready to make a difference in people’s financial lives? Click the button below to submit your application and join the brighthush team.

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Closing Statement

At brighthush, we believe that every customer deserves clear guidance and compassionate support. If you’re passionate about helping others, thrive in a dynamic environment, and are eager to grow your career in financial services, we want to hear from you. Join us as a Financial Customer Associate and start a journey that transforms lives—starting with yours.