Senior Defined Contribution Customer Solutions Specialist – Virtual – Empowering Retirement Success

About brighthush

At brighthush, we believe that the foundation of every thriving organization is its people. Our culture is built on purpose, humanity, unity, and a relentless drive for growth. We are a global leader in unified benefits solutions, bringing together health, wealth, wellbeing, navigation, and absence management into a single, seamless ecosystem. Our mission is simple: help clients create healthier, more financially secure workforces by delivering clarity, confidence, and choice to every plan participant.

When you join brighthush, you become part of a forward‑thinking, award‑winning team that values diversity, inclusion, and continuous learning. We’re proud recipients of multiple “Great Place to Work” recognitions and have been named a “Best Company to Work For” by Fortune for several consecutive years. Our commitment to flexibility means you can work from anywhere while still enjoying the collaborative spirit of our global community.

Why This Role Matters

The Defined Contribution Customer Solutions Specialist – Virtual is a pivotal role that bridges the gap between complex retirement plan mechanics and the everyday needs of plan participants. You’ll be the trusted advisor who demystifies investment options, payment methods, and plan rules, ensuring that every caller feels informed, empowered, and confident in their retirement decisions.

In a world where retirement planning can feel overwhelming, your expertise will transform uncertainty into clarity. You’ll help participants navigate qualified and non‑qualified plans, understand the impact of distributions, loans, and investment choices, and ultimately support them in building a secure financial future.

Key Responsibilities

• Customer Engagement: Handle inbound calls with professionalism, empathy, and a deep understanding of retirement plan intricacies.
• Financial Education: Provide clear, concise explanations of investment options, payment methods, and plan rules tailored to each participant’s unique situation.
• Guidance & Support: Offer actionable advice on tools and services that align with participants’ goals, ensuring they make informed decisions.
• Issue Resolution: Independently troubleshoot and research complex queries, developing effective solutions that adhere to plan policies.
• Transactional Processing: Accurately process participant requests, ensuring compliance with regulatory and internal standards.
• Data‑Driven Insight: Use data to assess participant needs, persuade and influence decisions, and continuously improve service quality.
• Collaboration: Work closely with cross‑functional teams—plan administrators, compliance, and technology—to deliver a seamless participant experience.

Essential Qualifications

• Current FINRA SIE certification with the ability to obtain FINRA Series 6 and 63 licenses within six months of hire.
• Hands‑on experience with Defined Contribution or Qualified Plans, preferably in a customer‑service or financial‑services setting.
• Strong analytical and problem‑solving skills, with a proven track record of troubleshooting technical issues.
• Exceptional attention to detail and a commitment to accuracy and accountability.
• Ability to thrive in high‑pressure, seasonal environments while maintaining composure and professionalism.
• Excellent communication skills—both verbal and written—paired with active listening and probing techniques.
• Resilience and confidence in handling challenging interactions, turning them into positive outcomes.

Preferred Qualifications

• Prior experience in a virtual or remote customer‑support role.
• Knowledge of retirement plan technology platforms (e.g., e‑plan portals, investment dashboards).
• Experience with data analytics tools or CRM systems.
• Multilingual capabilities to serve a diverse participant base.

Skills & Competencies

• Financial Literacy: Deep understanding of retirement plan structures, investment vehicles, and regulatory requirements.
• Communication: Ability to translate complex financial concepts into plain language.
• Customer‑Centric Mindset: Passion for helping others achieve their financial goals.
• Problem Solving: Creative, analytical approach to resolving issues quickly and effectively.
• Technology Proficiency: Comfortable navigating multiple software platforms and learning new tools.
• Adaptability: Thrives in a dynamic, fast‑paced environment with evolving priorities.
• Team Collaboration: Works well with cross‑functional teams to deliver holistic solutions.

Career Growth & Learning Opportunities

At brighthush, we believe that professional development is a shared journey. As a Customer Solutions Specialist, you’ll have access to:

• Structured onboarding that covers product knowledge, compliance, and customer‑experience best practices.
• Ongoing training modules on new plan features, regulatory updates, and advanced financial education.
• Mentorship programs pairing you with seasoned experts in retirement planning and client service.
• Clear career pathways—whether you aspire to become a Senior Specialist, Team Lead, or transition into product management, analytics, or compliance.
• Cross‑departmental projects that broaden your skill set and expose you to different facets of the organization.

Work Environment & Culture

Our remote‑first approach means you can work from anywhere while staying connected to a vibrant, collaborative community. brighthush values:

• Flexibility: Flexible schedules that respect work‑life balance.
• Inclusivity: A culture that celebrates diverse perspectives and fosters belonging.
• Innovation: A forward‑thinking mindset that encourages experimentation and continuous improvement.
• Recognition: Regular shout‑outs, peer recognition, and performance rewards.
• Well‑being: Comprehensive wellness programs, mental health resources, and a supportive environment.

Compensation & Benefits

While the base salary for this role ranges from $50,000 to $60,000 annually, brighthush offers a holistic rewards package that includes:

• Competitive base pay with performance‑based bonuses.
• Health, dental, and vision coverage effective from day one.
• Retirement plans with employer matching contributions.
• Generous paid time off, parental leave, and flexible vacation policies.
• Continuing education stipend and tuition reimbursement.
• Wellness incentives, gym memberships, and mental health support.
• Employee stock purchase plan and equity options for eligible roles.

How to Apply

Ready to make a tangible impact on people’s financial futures? Submit your application through our careers portal at careers.brighthush.com. We’re excited to learn how your expertise and passion align with our mission.

Our Commitment to Inclusion

At brighthush, diversity is not just a buzzword—it’s a core value. We actively foster an environment where every individual feels respected, valued, and empowered to bring their authentic selves to work. We welcome candidates from all backgrounds, including those with disabilities, veterans, and members of the LGBTQ+ community. If you require reasonable accommodations during the hiring process, please contact [email protected].

Equal Opportunity Employer

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, gender, sexual orientation, age, disability, or any other protected characteristic. We celebrate the unique perspectives that each team member brings and are committed to building a workforce that reflects the communities we serve.

Join Us

Be part of a company that is redefining retirement solutions, championing employee well‑being, and driving meaningful impact for millions of participants worldwide. If you’re ready to combine your financial expertise with a passion for customer service, brighthush invites you to apply today and help shape the future of retirement planning.