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

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.

Preferred Qualifications

• Experience with CRM platforms such as Salesforce or HubSpot.
• Knowledge of 401(k) plan structures, regulations, and common client questions.
• Previous exposure to financial technology tools or data analytics.
• Certification in customer service or a related field.

Skills & Competencies

• Exceptional listening and problem‑solving abilities.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work independently while collaborating with a distributed team.
• Commitment to continuous improvement and learning.

Career Growth & Learning Opportunities

At brighthush, we believe that every team member’s growth fuels our collective success. As a Financial Customer Associate, you will have access to:

• Structured onboarding and mentorship programs that accelerate your learning curve.
• Cross‑training across departments such as Compliance, Operations, and Product Development.
• Annual tuition reimbursement for relevant certifications or degree programs.
• Leadership development workshops and coaching sessions.
• Clear promotion pathways to roles such as Senior FCA, Team Lead, or Product Specialist.

Work Environment & Company Culture

brighthush thrives on a culture of collaboration, innovation, and empathy. Our hybrid model means you can choose the work setting that best supports your productivity and work‑life balance. You’ll find:

• Modern, ergonomic office spaces in Omaha and Lincoln equipped with the latest technology.
• Regular virtual town halls and in‑person retreats to foster community.
• Well‑being initiatives such as mindfulness sessions, fitness challenges, and mental health resources.
• A commitment to diversity, equity, and inclusion, reflected in our hiring practices and community outreach.
• Annual volunteer days where teams partner with local nonprofits to support financial literacy.

Compensation & Benefits

While the base hourly rate is competitive within the industry, brighthush offers a comprehensive benefits package designed to support your health, wealth, and well‑being:

• Health, dental, and vision insurance plans with employer contributions.
• 401(k) retirement plan with company match.
• Paid time off (PTO), sick leave, and holidays.
• Flexible spending accounts (FSA) and health savings accounts (HSA).
• Employee assistance program (EAP) for mental health support.
• Performance bonuses and overtime opportunities.
• Professional development stipend and access to industry conferences.

How to Apply

If you’re ready to join a forward‑thinking team that values your expertise and invests in your future, we’d love to hear from you. Submit your application through our careers portal or click the link below to start the process.

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Conclusion

At brighthush, you’ll find more than just a job—you’ll discover a community that champions your growth, celebrates your successes, and empowers you to make a lasting impact on the financial lives of our clients. If you are passionate about customer service, eager to deepen your financial knowledge, and ready to thrive in a hybrid, collaborative environment, we encourage you to apply today and become a vital part of the brighthush family.