Client Correspondence Analyst (Charlotte, NC (Hybrid) or Remote)

Where you’ll work :

Our flexible, hybrid work model offers the option to work remotely or in the office.

How you’ll contribute :

As a Client Correspondence Analyst, you’ll be responsible for supporting the creation and management of client and advisor correspondence for new products, enhancements, and other critical projects.

The ideal candidate will collaborate closely with cross-functional teams, manage the approval process, and ensure the timely and accurate delivery of all communications.

This role also includes maintaining a correspondence calendar, supporting ad-hoc communications, and driving continuous process improvements.

We are seeking a detail-oriented and proactive Client Correspondence Analyst to join our Correspondence team.

In this role, you’ll get to :

• Develop and document correspondence requirements for new products, product enhancements, and other projects
• Collaborate with stakeholders, including Marketing, Distribution, Legal, Compliance, Operations, and Installations, to ensure alignment on communication goals and messaging
• Manage the approval and sign-off process for all communications and correspondence changes, ensuring timely feedback and adherence to compliance standards
• Partner with the Project Management and Change Management teams to ensure seamless integration of correspondence changes into project timelines.
• Conduct thorough testing of statements and enhancements, ensuring quality and accuracy before implementation
• Maintain and update a comprehensive correspondence calendar to manage key communications, including :
• Quarterly statement distributions.
• Regulatory mailings and other compliance-driven correspondence.
• Ad-hoc mailings in response to client or business needs.
• Coordination of communications related to project implementations.
• Manage communications for widespread client issues that require immediate or large-scale correspondence.
• Collaborate with Call Center and other operational teams to assess the impact of communications, provide guidance, and ensure consistent client messaging.
• Maintain ongoing conversations with external vendors and internal finance partners to support budget tracking for correspondence projects.
• Contribute to the development of process improvements across the correspondence portfolio.
• Identify opportunities for efficiency, accuracy, and timeliness in all aspects of client and advisor correspondence.
• Support the team in implementing best practices and fostering a culture of continuous improvement.

We’re looking for people who have :

• Bachelor’s degree in Communications, Business Administration, or a related field.
• 3+ years of experience in client communications, correspondence management, or a similar role within financial services, insurance, or a related industry.
• Strong project management skills with the ability to manage multiple timelines and deadlines.
• Excellent communication skills, with the ability to write and edit client-facing correspondence.
• Experience collaborating with cross-functional teams including Marketing, Legal, Compliance, and Operations.
• Strong attention to detail and organizational skills.

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay.

We would love to hear from you.

What you’ll receive :

• Compensation Base salary ranging from $65,000 to $75,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
• Health and Wellness Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building.

We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize

in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences.

You can find out more about our company culture by visiting brighthousefinancial.com / about-us / careers / .

We’re proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal.

We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.

• Ranked by 2022 admitted assets. Best’s Review® : Top 200 U.S. Life / Health Insurers. AM Best, 2023.
19 hours ago