Senior Customer Account Specialist – Financial Reconciliation & Client Relationship Management Expert

About brighthush

brighthush is a leading financial services firm that empowers individuals and businesses to achieve their financial goals through innovative banking, wealth management, and trust solutions. With a national footprint and a commitment to excellence, brighthush blends cutting‑edge technology with personalized service to deliver secure, scalable, and forward‑thinking financial solutions. Our culture is built on integrity, collaboration, and a relentless focus on client success. Whether you’re a seasoned finance professional or an ambitious newcomer, brighthush offers a dynamic environment where your expertise can thrive and your career can grow.

Role Overview

As a Senior Customer Account Specialist at brighthush, you will be the linchpin between our clients and our internal finance teams. Your primary mission is to ensure that every client’s financial records are accurate, complete, and compliant with industry standards. You will leverage your deep knowledge of accounting principles, reconciliation techniques, and financial software to identify discrepancies, resolve issues, and provide actionable insights that enhance client satisfaction and operational efficiency.

In this senior‑level role, you will work remotely from your preferred location—whether that’s Santa Ana, Nevada, Oregon, or your home office—while collaborating closely with cross‑functional teams across the organization. Your analytical rigor, communication prowess, and proactive mindset will help us maintain the highest standards of financial integrity and client trust.

Key Responsibilities

• Perform meticulous reconciliation of client financial records, ensuring alignment with internal ledgers and external statements.
• Identify, investigate, and resolve discrepancies in a timely manner, escalating complex issues to the appropriate stakeholders.
• Serve as the primary point of contact for client inquiries related to account status, transaction details, and reconciliation outcomes.
• Collaborate with the audit, risk, and compliance teams to ensure all reconciliations meet regulatory and internal audit requirements.
• Document reconciliation processes, findings, and resolutions in a clear, concise, and audit‑ready format.
• Provide regular status updates to senior leadership and client stakeholders, highlighting trends, risks, and improvement opportunities.
• Continuously refine reconciliation workflows, leveraging automation tools and best practices to increase accuracy and reduce cycle time.
• Mentor junior team members, sharing expertise on accounting principles, reconciliation techniques, and client communication strategies.
• Participate in cross‑functional projects aimed at enhancing data quality, reporting accuracy, and client experience.

Essential Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (or equivalent professional experience).
• 5–7 years of progressive experience in financial reconciliation, accounting, or audit roles.
• Proficiency in Microsoft Office Suite—Word, Outlook, and especially Excel (advanced formulas, pivot tables, and data analysis).
• Strong understanding of Generally Accepted Accounting Principles (GAAP) and regulatory frameworks relevant to financial services.
• Experience with financial software platforms (e.g., SAP, Oracle, QuickBooks, or similar ERP systems).
• Exceptional analytical skills with a keen eye for detail and a methodical approach to problem solving.
• Excellent written and verbal communication skills, capable of translating complex financial data into clear, actionable insights for both technical and non‑technical audiences.
• Demonstrated ability to work independently in a remote setting while maintaining high productivity and strong collaboration with distributed teams.

Preferred Qualifications

• Professional certifications such as Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Certified Internal Auditor (CIA).
• Experience in the banking or wealth‑management sector, particularly with trust or fiduciary accounts.
• Familiarity with data visualization tools (e.g., Power BI, Tableau) to create insightful reconciliation dashboards.
• Knowledge of automated reconciliation solutions and scripting languages (e.g., VBA, Python) to streamline repetitive tasks.
• Prior experience mentoring or leading a team of finance professionals.

Skills & Competencies

• Analytical Thinking: Ability to dissect complex financial data, identify patterns, and derive actionable conclusions.
• Attention to Detail: Precision in data entry, error detection, and documentation.
• Communication: Clear, concise, and persuasive communication across all levels of the organization.
• Project Management: Skilled at prioritizing tasks, managing deadlines, and coordinating with multiple stakeholders.
• Adaptability: Comfortable navigating changing priorities and evolving regulatory requirements.
• Team Collaboration: Proven track record of working effectively with cross‑functional teams in a remote environment.
• Client‑Centric Mindset: Commitment to delivering exceptional service and building lasting client relationships.

Career Growth & Learning Opportunities

At brighthush, we believe that professional growth is a partnership between the employee and the organization. As a Senior Customer Account Specialist, you will:

• Gain exposure to a wide range of financial products and services, deepening your expertise across the banking and wealth‑management spectrum.
• Participate in leadership development programs that sharpen your strategic thinking, negotiation, and stakeholder management skills.
• Access a robust learning portal featuring courses on advanced accounting, regulatory compliance, data analytics, and emerging fintech trends.
• Have the opportunity to transition into senior finance leadership roles—such as Finance Manager, Director of Client Services, or Chief Accounting Officer—based on performance and career aspirations.
• Engage in mentorship programs, both as a mentor and a mentee, fostering a culture of continuous improvement and knowledge sharing.

Work Environment & Culture

brighthush champions a flexible, inclusive, and collaborative work culture. Our remote‑first approach means you can work from anywhere while staying connected through:

• Weekly virtual stand‑ups and cross‑departmental syncs.
• Real‑time collaboration tools (Slack, Teams, Zoom).
• Annual virtual retreats and quarterly town‑hall meetings.
• Dedicated wellness resources, including mental health support and virtual fitness classes.

We celebrate diversity, encourage innovation, and reward initiative. Your voice matters, and your contributions directly shape the future of brighthush.

Compensation & Benefits

We offer a competitive salary range of USD 64,300 – 85,700 per year, commensurate with experience and qualifications. In addition to base pay, you will enjoy:

• Generous paid time off (PTO) and holiday schedule.
• 401(k) retirement plan with company match.
• Health, dental, and vision insurance for you and your dependents.
• Flexible work hours and remote work flexibility.
• Professional development stipend and tuition reimbursement.
• Employee assistance program (EAP) for personal and professional support.
• Annual performance bonuses and recognition awards.

How to Apply

Ready to take the next step in your finance career? Click the link below to submit your application and join the brighthush team. We look forward to learning how your expertise can help us deliver unparalleled financial solutions to our clients.

Apply to this job at brighthush

Closing Statement

At brighthush, we are redefining the financial services landscape by combining rigorous financial stewardship with a client‑first mindset. As a Senior Customer Account Specialist, you will play a pivotal role in safeguarding our clients’ financial integrity while driving operational excellence. If you are a detail‑oriented, analytical thinker who thrives in a collaborative, remote environment, we invite you to bring your passion and expertise to brighthush. Together, we’ll build a brighter future for our clients and our organization.