Welcome to brighthush – Where Your Passion for Service Meets Innovation

At brighthush, we’re redefining the way financial advisors and their clients experience support. Our mission is simple: empower advisors to focus on what they do best—guiding clients toward financial confidence—by delivering seamless, reliable, and personalized service. If you thrive in a fast‑moving environment, love solving problems, and want to make a tangible difference in people’s lives, you’ll find a home here.

What You’ll Do as a Customer Service Representative – Advisor Relations

As the first point of contact for our advisors, you’ll be the linchpin that keeps the advisory ecosystem running smoothly. Your day-to-day will involve:

• Handling inbound communications – Answer calls and respond to emails with professionalism and empathy, ensuring every advisor feels heard and supported.
• Providing accurate, detailed responses – Deliver clear explanations and solutions to inquiries, drawing on your deep knowledge of our tools and processes.
• Delivering technical support – Troubleshoot issues related to our advisory platform, test solutions, and guide users through resolution steps.
• Managing follow‑ups – Track pending requests, set reminders, and confirm completion within required timelines.
• Escalating effectively – Identify when an issue needs higher-level attention and route it promptly to the appropriate supervisor.
• Creating memorable experiences – Embody our STAR service qualities—Simple, Reliable, Attentive, Resourceful—so every interaction leaves a lasting positive impression.
• Documenting interactions – Log calls and emails in JIRA, ensuring accurate records for future reference and continuous improvement.
• Participating in process improvement – Join daily management meetings focused on refining workflows and identifying opportunities for greater efficiency.
• Taking ownership of learning – Proactively study new processes, tools, and best practices to stay ahead of industry trends.
• Managing challenging conversations – Use the Stellar Service framework to navigate difficult calls and set realistic expectations.
• Adhering to a fixed schedule – Work a consistent 9:00 a.m. to 5:00 p.m. shift, ensuring reliable coverage for our advisor community.

Essential Qualifications – What We Expect From You

• Excellent verbal and written communication skills in English, with the ability to convey complex information clearly.
• Strong analytical and organizational abilities, enabling you to juggle multiple priorities without compromising quality.
• Proven problem‑solving skills, with a track record of turning challenges into opportunities for improvement.
• Demonstrated commitment to outstanding customer service, reliability, and advisor support.
• Team‑player mindset, coupled with accountability and self‑discipline in a collaborative environment.
• Adaptability to change and resilience in a fast‑paced, evolving setting.
• 2–3 years of experience in a call center or operations processing role within the mutual fund industry.
• Completion of the IFIC Operations Course is a valuable asset.
• Advanced proficiency in English, essential for daily interactions with advisors and clients.

Preferred Qualifications – What Will Set You Apart

• Experience with JIRA or similar ticketing systems.
• Familiarity with financial advisory tools and platforms.
• Knowledge of regulatory frameworks governing mutual funds.
• Previous exposure to AI‑powered support tools.
• Multilingual capabilities to serve a diverse advisor base.

Skills & Competencies – The DNA of Success at brighthush

• Customer‑Centric Mindset – Always put the advisor’s needs first.
• Active Listening – Capture nuances and respond with precision.
• Technical Aptitude – Quickly learn and troubleshoot software tools.
• Time Management – Prioritize tasks to meet tight deadlines.
• Collaboration – Work seamlessly with cross‑functional teams.
• Continuous Improvement – Seek and implement process enhancements.
• Emotional Intelligence – Manage stress and maintain composure during high‑pressure calls.

Career Growth & Learning Opportunities

At brighthush, we believe that growth is a shared journey. As a Customer Service Representative, you’ll have access to:

• Structured onboarding and mentorship programs to accelerate your learning curve.
• Regular training sessions on new tools, industry updates, and soft‑skill development.
• Clear career pathways into senior support roles, process improvement, or advisory operations.
• Opportunities to lead cross‑functional projects, showcasing leadership potential.
• Access to a library of e‑learning courses, certifications, and conference sponsorships.

Work Environment & Culture at brighthush

We’re proud of our inclusive, collaborative culture that values every voice. Highlights include:

• Fully remote work model with flexible scheduling to support work‑life balance.
• AI‑powered tools that streamline routine tasks, freeing you to focus on high‑impact interactions.
• A commitment to diversity, equity, and inclusion—every team member is respected and empowered.
• Regular virtual team‑building events, hackathons, and wellness challenges.
• Open communication channels with leadership, ensuring your ideas are heard.

Compensation & Benefits – We Value Your Contributions

While specific figures may vary, brighthush offers a competitive package that includes:

• Competitive base salary aligned with industry standards.
• Performance‑based bonuses and incentive programs.
• Flexible group insurance plans covering health, dental, and vision.
• Robust retirement savings plan with employer matching.
• Employee share purchase program to share in our success.
• Generous vacation policy, wellness days, and personal development allowances.
• Telemedicine services and Employee Assistance Program (EAP) for holistic well‑being.
• Ergonomic home‑office setup stipend to ensure comfort and productivity.
• Discounts on brighthush products and partner services.

How to Apply – Take the Next Step in Your Career

Ready to join a team that values excellence, innovation, and personal growth? Submit your application through our careers portal or email your résumé to Acquisitiontalents-Talentacquisition@brighthush.com. We’re excited to learn how your unique skills can help us elevate advisor satisfaction.

Why brighthush – The Future of Advisor Support

At brighthush, we’re not just another financial services company. We’re a community of passionate professionals dedicated to creating a brighter future for advisors and their clients. If you’re driven by purpose, eager to learn, and ready to make a real impact, we invite you to apply today. Your talent belongs here.