L- Work from
- United States
- Contract
- Temporary
- Posted
- 9 November 2026
- Apply by
- 8 January 2027
Client Services is looking for an Interim Training Assistant to support upcoming Financial Assistant training classes and/or nesting. As a Training Assistant you will partner with the Learning & Development team to design, develop and deliver course material.
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
The work you will tackle
- You will attend 2-3 post-training meetings to discuss learner performance that run as late as 5pm AZ time
- You may support classes during their nesting period of training which includes answering questions in real-time, monitoring client interactions, conducting AM and PM meetings, coaching FAs to performance, reporting out on FA performance in nesting
- You may be selected as an in-classroom support for the 4 week direction of roughly 20-30 learners, or as a support for the 2-week nesting period, or both
- You’ll have the chance to be a nesting coach support which is dedicated to helping learners in during the 2 week nesting period
Requirements
What we’re looking for in your background & what makes you a success
- Demonstrate strong ability to perform in current role
- Strong demonstration of FA skills to date (EARN, Thrive, CRM, FA Process)Excellent communication (verbal and written) and interpersonal skills to inspire and engage learners
- Creative problem-solving skills to solve barriers to learning when they are presented
- Strong organization and time-management skills
- High empathy skills and understanding of effective teaching methodologies and the willingness to keep abreast of new techniques in teaching
- Very high adaptability and ability to manage ambiguity in a rapidly evolving environment
- Have professional experience training in a corporate environment
- Have high energy and present a positive demeanor at all times
- Able to de-escalate highly emotional situations and support others through emotional stress
- Demonstrate a growth mindset and ability to thrive in a highly changing and dynamic environment
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Discussion
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