Bilingual Financial Coaching Support Specialist - Remote

My Secure Advantage; Athens (GA); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a Customer Support Specialist to serve bilingual members in English and Spanish, providing a welcoming, efficient experience via phone, email, and digital channels. This fully remote role reports to the Financial Coaching Manager and focuses on guiding members to the right coaches and resources, scheduling appointments, and maintaining accurate records.

Candidates should have 2+ years in customer service, strong communication, and CRM/scheduling tool experience; a

Qualifications

• 2+ years of experience in customer service or call center roles.
• Fluent in English and Spanish, written and verbal.
• High school diploma or equivalent; degree preferred.
• Experience with CRM, scheduling, or contact center software.
• Ability to work independently in a remote environment.
• Knowledge of privacy and confidentiality requirements.

Responsibilities

• Serve as primary contact for members through inbound and outbound calls, email, and other channels.
• Help members understand services, identify needs, connect with appropriate coaches, and schedule appointments.
• Maintain accurate documentation and provide ongoing support throughout the member journey.
• Respond to emails, messages, and service requests.
• Coordinate with coaches and teams to ensure seamless handoffs and continuity of service.
• Protect member privacy and comply with policies.

Skills

Bilingual English/Spanish

Strong communication

Remote work efficiency

Data entry

CRM experience

Scheduling software

Call center experience

Education

Associate's or Bachelor's degree in business/communications/finance

Tools

CRM systems

Scheduling software

Email/phone support tools

Job description

My Secure Advantage is seeking a Customer Support Specialist to serve bilingual members in English and Spanish, providing a welcoming, efficient experience via phone, email, and digital channels. This fully remote role reports to the Financial Coaching Manager and focuses on guiding members to the right coaches and resources, scheduling appointments, and maintaining accurate records.

Candidates should have 2+ years in customer service, strong communication, and CRM/scheduling tool experience; a