Financial Assistant

Brightside is seeking compassionate and client-focused Financial Assistants to join its fully remote team across the United States. This role is ideal for professionals who are passionate about helping working families improve their financial wellbeing through personalized coaching, education, and ongoing support.

The successful candidate will manage a portfolio of clients, provide practical financial guidance, and help individuals overcome financial challenges while building long-term financial stability. Before independently serving clients, new hires will complete a comprehensive six-week training and onboarding program designed to prepare them for success.

Key Responsibilities:

• Communicate with clients through phone, chat, and email to understand their financial goals and challenges.

• Provide financial education and personalized coaching based on each client’s unique circumstances.

• Support clients experiencing financial hardship by offering guidance and connecting them with appropriate resources.

• Help clients improve budgeting, cash flow, debt management, credit, and savings strategies.

• Research approved financial solutions and explain available options clearly.

• Develop practical short-term and long-term financial action plans.

• Build trusted client relationships while serving as an accountability partner throughout their financial journey.

• Maintain accurate client records and collaborate with internal teams when needed.

Requirements:

• Experience in a customer-facing or client service role.

• Banking, financial planning, credit counseling, or financial services experience is preferred but not required.

• Excellent communication and relationship-building skills.

• Strong critical-thinking and problem-solving abilities.

• Compassionate, empathetic, and non-judgmental approach to client support.

• Proficiency with Google Workspace, Chrome, Slack, and other digital collaboration tools.

• Ability to work independently in a secure remote environment.

• Willingness to complete the company’s six-week training and onboarding program.

Strong knowledge of:

• Personal finance, budgeting, and financial coaching

• Customer relationship management and communication

• Google Workspace, Slack, and remote collaboration tools

Benefits:

• Fully remote position within the contiguous United States.

• Comprehensive six-week paid training and onboarding.

• Professional development and career growth opportunities.

• Meaningful work supporting the financial wellbeing of working families.

• Collaborative and mission-driven work environment.