Senior Customer Experience Advocate – Client Relations & Financial Services Specialist – Hybrid & Remote – Empowering Clients at brighthush

About brighthush and the Future of Financial Services

brighthush is not just a financial services firm; it is a catalyst for change in an industry that is rapidly evolving. With a heritage that spans more than a century, we have consistently blended cutting‑edge technology with a deep‑rooted commitment to client success. Our portfolio spans wealth management, retirement planning, investment solutions, and emerging fintech platforms, all designed to help individuals and institutions navigate the complexities of today’s markets with confidence and clarity.

In a world where market volatility, regulatory change, and digital disruption are the norm, the role of a Customer Experience Advocate (CRA) has never been more pivotal. As the first line of support, the CRA bridges the gap between regulatory frameworks and everyday client needs, ensuring that every interaction is seamless, compliant, and memorable. At brighthush, we believe that exceptional customer service is the cornerstone of trust, and we are seeking passionate professionals who are ready to grow their careers while making a tangible impact on our clients’ financial journeys.

Why This Role Is a Game‑Changer for Your Career

When you join brighthush as a CRA, 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.

This structured progression not only accelerates your professional growth but also positions you as a versatile asset across multiple functions within brighthush.

Key Responsibilities

As a Customer Experience Advocate at brighthush, you will be the trusted point of contact for a diverse client base, ensuring that every interaction reflects our commitment to excellence. Your day‑to‑day tasks will include:

• Responding promptly to inbound phone calls, emails, and chat inquiries from retail and institutional clients.
• Assisting with trade requests, account updates, and transaction confirmations while maintaining strict adherence to regulatory and compliance standards.
• Providing clear, concise explanations of product features, investment strategies, and account management tools.
• Identifying and escalating complex issues to the appropriate specialist teams, ensuring timely resolution and client satisfaction.
• Maintaining accurate and up‑to‑date client records in our CRM system, documenting all interactions and follow‑ups.
• Participating in regular training sessions and knowledge‑sharing workshops to stay current on industry trends, regulatory changes, and product updates.
• Collaborating with cross‑functional teams—such as Compliance, Operations, and Technology—to streamline processes and enhance the overall client experience.
• Contributing to continuous improvement initiatives by providing feedback on system usability, process bottlenecks, and client pain points.

Essential Qualifications

To thrive in this role, you should possess the following:

• High school diploma or equivalent; bachelor’s degree in Finance, Business, or a related field is preferred.
• Minimum of 2 years of experience in a client‑facing role within the financial services industry, preferably in wealth management or brokerage.
• Strong understanding of FINRA regulations and the ability to apply them in everyday client interactions.
• Excellent verbal and written communication skills, with the ability to explain complex concepts in simple terms.
• Proficiency in using CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Demonstrated problem‑solving skills and a proactive approach to resolving client issues.
• High level of professionalism, integrity, and a client‑centric mindset.
• Ability to work independently and as part of a collaborative team in a fast‑paced environment.

Preferred Qualifications

While not mandatory, the following attributes will give you a competitive edge:

• Experience with financial planning software or investment platforms.
• Prior exposure to regulatory compliance processes, such as trade surveillance or client onboarding.
• Knowledge of investment products, including equities, fixed income, mutual funds, and ETFs.
• Multilingual capabilities, especially in Spanish or Mandarin, to serve a broader client demographic.
• Previous experience in a customer success or support role within a fintech or technology company.

Skills & Competencies

Success in this role requires a blend of technical knowledge, interpersonal skills, and a passion for continuous improvement:

• Client‑Centric Communication: Ability to listen actively, empathize, and tailor solutions to individual client needs.
• Regulatory Acumen: Strong grasp of FINRA rules, SEC guidelines, and industry best practices.
• Analytical Thinking: Capacity to dissect complex issues, identify root causes, and propose effective solutions.
• Technology Fluency: Comfortable navigating multiple digital platforms and quickly learning new tools.
• Time Management: Efficiently prioritize tasks, manage multiple inquiries, and meet service level agreements.
• Team Collaboration: Willingness to share knowledge, support peers, and contribute to a culture of continuous learning.
• Adaptability: Thrive in a dynamic environment where processes and priorities evolve rapidly.

Career Growth & Learning Opportunities

At brighthush, we view every role as a stepping stone to greater responsibilities. As a CRA, you will:

• Earn industry‑recognized licenses (SIE, Series 7, Series 63) with full company sponsorship.
• Participate in our “Career Center,” a curated platform that offers mentorship, skill‑building workshops, and leadership development programs.
• Shadow senior advisors, compliance officers, and technology leads to gain cross‑functional exposure.
• Access a robust learning library that includes webinars, e‑learning modules, and in‑house training sessions on market trends, regulatory updates, and product knowledge.
• Be considered for internal promotions to roles such as Client Relationship Manager, Compliance Analyst, or Product Support Specialist.

Work Environment & Company Culture

brighthush fosters a culture that values innovation, integrity, and inclusion. Our hybrid work model blends the flexibility of remote work with the collaboration of in‑office teams. Key cultural pillars include:

• Client‑First Mindset: Every decision is guided by the best interests of our clients.
• Continuous Learning: We invest in professional development and encourage knowledge sharing.
• Diversity & Inclusion: A vibrant, diverse workforce that brings varied perspectives to problem‑solving.
• Work‑Life Balance: Flexible schedules, generous paid time off, and wellness programs.
• Community Impact: Volunteer opportunities and charitable initiatives that give back to the communities we serve.

Compensation, Perks, and Benefits

While specific figures vary by role and location, brighthush offers a competitive total rewards package that includes:

• Base salary commensurate with experience and market benchmarks.
• Performance‑based bonuses tied to client satisfaction metrics and regulatory compliance.
• Health, dental, and vision insurance plans with employer contributions.
• 401(k) retirement plan with company match.
• Paid time off, holidays, and flexible work arrangements.
• Professional development stipend and tuition reimbursement for relevant certifications.
• Employee assistance programs, wellness initiatives, and access to mental health resources.
• Regular team‑building events, both virtual and in‑person, to foster camaraderie and collaboration.

How to Apply

If you are ready to elevate your career, make a real difference for clients, and grow within a forward‑thinking organization, we encourage you to apply today. Submit your resume and a brief cover letter outlining why you’re the ideal fit for the Customer Experience Advocate role at brighthush.

We look forward to welcoming you to the brighthush family, where your expertise will help shape the future of financial services and empower clients worldwide.