Financial Assistant

Why Brightside: 

The mission is clear. To improve the financial health of working families in America. Brightside is an employee benefit with a brand-new approach to personal finance. We offer unique solutions for employees & their families who need help with anything related to their finances and the emotions and behaviors that can impact them. We take a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. Our goal is to make it easier for our clients to understand their options to obtain long-term financial health and gain peace of mind when it comes to financial matters.

A bit about this role:

Our Financial Assistant is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families. In this role you will serve a portfolio of clients, developing long-lasting relationships while providing comprehensive financial services to them. This means helping to develop and implement strategies for getting out of debt, improving overall credit standing, managing cash flow, and influencing behaviors relative to finances, saving, and planning for the future. To be successful in this role, you will need to attentively listen, and work with clients (and their families) to develop short- and long-term plans for financial wellbeing. 

The meaningful work you’ll tackle:

• You’ll engage (via chat/email/phone) with our clients to understand their motivation to help them make changes in their financial behavior and remove any barriers in the way of their success.
• You will evaluate the full financial picture and use critical thinking / problem solving skills to provide financial education and options.
• You will dig into internal and external financial resources or solutions, on the behalf of your clients, and help them understand options for stronger budgeting, cash management and other financial goals.
• You’ll deliver personalized financial options / solutions to help clients work toward their immediate and future financial goals. 
• Most importantly, you will be your clients trusted accountability partner throughout the entire relationship.

What we’re looking for in your background & what makes you a success: 

• 3+ years in a customer focused role with demonstrated examples of how you improved the client situation
• Ability to work remotely and still be present and effective for your clients and colleagues
• A strong technology comfort with Google/Chrome/Slack based products and platforms
• Financial industry background within banking, financial planning, or credit counseling to be able to understand the different spectrums of financial health is preferred
• A growth-oriented mindset and a strong desire to work in a client focused service atmosphere
• It’s this simple - you are wired to serve others
• You’ve built trusting, long-term relationships with your clients in a remote setting
• Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization
• You’re empathetic and caring with a good sense of boundaries and professionalism
• You are a great critical thinker (able to collect, synthesize, interpret and evaluate data in service of planning and decision-making)
• You thrive in a changing environment by seeking new information and rapidly apply across a complex set of expectations and skills
• You love to solve problems and you add creativity
• You have the ability to connect the dots and hear the unspoken
• You strive for a safe and inclusive workplace for yourself, your colleagues and your clients
• You are eager to learn and seek feedback both for yourself and the organization
• You can break down complex things into terms everyone can understand.
• You’re organized, enjoy work with follow up and are able to get stuff done efficiently.
• We’re a startup - you love a fast-paced environment
• You have the ability to listen, understand and share thoughts and give/receive feedback

Employee Benefits at Brightside:

• A safe, fun, remote & inclusive work environment
• Medical, Dental & Vision
• Paid Time Off, Company Holidays, Days of Service
• 401(k)
• Short & Long Term Disability
• Parental Leave
• To be in an environment to learn and grow your own financial wellness

Equal Employment Opportunity Commission: 

Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.