Senior Customer Experience Advocate – Client Relations & Financial Services – Onsite & Remote Opportunities at brighthush
About brighthush and the Financial Services Landscape
brighthush is a forward‑thinking financial services firm that empowers individuals and institutions to achieve their long‑term financial goals. With a legacy of innovation, integrity, and client‑centricity, brighthush is redefining how people interact with wealth management, retirement planning, and investment solutions. Our mission is simple: to provide clear, personalized guidance that turns complex financial concepts into actionable steps for our clients.
In today’s fast‑moving market, the role of a Customer Experience Advocate (CRA) is more critical than ever. You’ll be the first line of support for our clients, translating regulatory knowledge into everyday solutions while building lasting relationships. At brighthush, we believe that great customer service is the cornerstone of trust, and we’re looking for passionate professionals who want to grow their careers while making a tangible impact.
Why This Role Is a Game‑Changer for Your Career
When you join brighthush as a CRA, you’re not just filling a position—you’re stepping into a structured, high‑impact career path that blends client service, regulatory expertise, and continuous learning. Our unique “Three‑Milestone” framework ensures that you’ll:
- Launch Your Licensing Journey: We sponsor and support you through the FINRA SIE®, Series 7, and Series 63 exams, providing paid study time, coaching, and workshops.
- Accelerate Skill Development: As you handle increasingly complex client inquiries, you’ll receive weekly coaching, peer‑learning sessions, and access to our internal knowledge base.
- Explore New Horizons: Once you master client interactions, you’ll shadow senior roles, participate in our Career Center, and discover pathways into advisory, compliance, or technology teams.
Key Responsibilities
As a Customer Experience Advocate at brighthush, you’ll be the trusted point of contact for a diverse client base. Your day‑to‑day tasks will include:
- Answering inbound phone calls, emails, and chat inquiries from retail and institutional clients.
- Assisting with trade requests, Apply for this job