Senior Compliance & Customer Service Specialist – Expert in IRA, HSA, ESA Support & Cross‑Selling – Drive Client Success at brighthush

About brighthush

brighthush is at the forefront of transforming how financial institutions manage compliance and deliver customer service. We partner with banks, credit unions, and other financial entities to provide the tools, knowledge, and support necessary to navigate the intricate world of retirement, education, and health savings accounts. Our culture is built on three core pillars: People Matter, Quality First, and Integrity Always. These principles guide every interaction, ensuring that every team member can thrive, innovate, and create lasting impact.

Position Overview

We are seeking a dedicated Senior Compliance & Customer Service Specialist to join our dynamic call‑center team. In this role, you will be the first line of support for our clients—credit unions, banks, and other financial institutions—providing expert guidance on Individual Retirement Accounts (IRA), Coverdell Educational Savings Accounts (ESA), and Health Savings Accounts (HSA). You will blend deep compliance knowledge with exceptional customer service skills to keep our clients’ accounts compliant, secure, and well‑managed.

Why brighthush?

• Impactful work that directly supports the financial well‑being of millions of Americans.
• Collaborative, inclusive culture that values every voice.
• Continuous learning opportunities—formal training, mentorship, and access to industry conferences.
• Competitive compensation, comprehensive benefits, and a flexible work environment.

Key Responsibilities

As a Senior Compliance & Customer Service Specialist, you will:

• Serve as the primary point of contact for inbound client calls, delivering timely, accurate assistance on compliance and operational matters related to IRA, HSA, ESA, and other account types.
• Process death claims and related forms, ensuring a respectful, efficient experience for clients dealing with sensitive situations.
• Maintain rigorous data security standards—protecting confidential client information from unauthorized access, transmission, or disclosure.
• Leverage your knowledge of IRS rules, regulations, and brighthush operational processes to resolve complex compliance issues.
• Identify opportunities to cross‑sell brighthush products and services, enhancing client value and driving revenue growth.
• Collaborate with internal teams—Compliance, Operations, Sales, and Product—to stay current on policy changes, product updates, and industry trends.
• Adhere to brighthush’s core values in every interaction, ensuring a culture of integrity, quality, and client focus.
• Participate in ongoing training and professional development to deepen your expertise in retirement, education, and health savings account compliance.

Essential Qualifications

• Bachelor’s degree in Business, Finance, or a related field (or equivalent work experience).
• Minimum of 2 years’ experience in a call‑center or client‑facing role within the financial services industry.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM and compliance software.
• Strong written and verbal communication skills, with the ability to explain complex regulatory concepts in clear, client‑friendly language.
• Demonstrated customer‑service excellence—listening, empathy, and problem‑solving under pressure.
• In-depth understanding of IRS regulations pertaining to IRA, ESA, and HSA accounts.
• Experience handling sensitive client data with strict confidentiality and adherence to data‑security protocols.
• Ability to work independently and as part of a cross‑functional team in a fast‑paced environment.

Preferred Qualifications

• Prior experience in a compliance or regulatory role within the financial services sector.
• Knowledge of additional retirement or savings products (e.g., 401(k), 403(b), 457 plans).
• Experience with call‑center metrics and performance dashboards.
• Certifications such as Certified Retirement Counselor (CRC) or Certified Financial Planner (CFP).
• Fluency in a second language (Spanish, Mandarin, etc.) to serve a diverse client base.

Skills & Competencies

• Regulatory Expertise: Ability to interpret and apply IRS rules, state regulations, and industry best practices.
• Analytical Thinking: Strong problem‑solving skills, with a methodical approach to troubleshooting compliance issues.
• Communication: Clear, concise, and persuasive communication—both written and verbal.
• Customer‑Centric Mindset: Passion for delivering exceptional service and building lasting client relationships.
• Adaptability: Comfortable navigating change, learning new systems, and adjusting to evolving regulatory landscapes.
• Team Collaboration: Ability to work effectively with cross‑functional teams and share knowledge.
• Integrity & Ethics: Commitment to upholding the highest standards of confidentiality and ethical conduct.

Career Growth & Learning Opportunities

At brighthush, we believe that your professional journey is as important as the work you do. As a Senior Compliance & Customer Service Specialist, you’ll have access to:

• Structured onboarding and mentorship programs to accelerate your learning curve.
• Regular training sessions on new regulations, product launches, and industry trends.
• Opportunities to transition into specialized compliance roles, product management, or client‑success leadership.
• Support for industry certifications and continuing education.
• Internal mobility across regions and business units, allowing you to broaden your skill set.

Work Environment & Culture

Our team thrives on collaboration, transparency, and a shared commitment to excellence. You’ll find:

• A supportive, inclusive workplace where diverse perspectives are valued.
• Flexible work arrangements, including hybrid schedules and remote options.
• Regular team‑building events, wellness initiatives, and community outreach projects.
• Open communication channels—weekly town halls, pulse surveys, and direct access to leadership.
• A culture that celebrates wins, learns from challenges, and continuously seeks improvement.

Compensation & Benefits

While specific figures vary by location and experience, brighthush offers a competitive salary package that includes:

• Base salary commensurate with experience and market benchmarks.
• Performance‑based bonuses tied to individual and team metrics.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Paid time off (vacation, sick leave, holidays) plus flexible scheduling.
• Professional development stipend and tuition reimbursement.
• Employee assistance program and wellness resources.
• Employee discounts on brighthush products and services.

How to Apply

Ready to join a team that’s shaping the future of financial compliance and customer service? Click the link below to submit your application directly through our careers portal. We’re excited to learn how your skills and passion align with brighthush’s mission.

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Equal Opportunity Employer

brighthush is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All hiring decisions are based on merit, qualifications, and business needs.

Important Notice About Employment Fraud

All legitimate communications from brighthush will originate from @brighthush.com email addresses. We will never request payment or require you to purchase equipment as part of the hiring process. If you receive suspicious messages, please verify their authenticity by contacting our HR team directly through the official brighthush website.