Bilingual Financial Success Coordinator — Remote

My Secure Advantage; Alabama; Teletrabalho; USD 20 000 - 29 000; Tempo integral

Resumo da oferta

My Secure Advantage is seeking a Financial Success Coordinator who will be the first line of contact for members seeking financial coaching. You will handle calls, emails, and other channels with a welcoming, professional approach from a remote setting.

The role requires bilingual English/Spanish communication, strong data-entry skills, and a patient, empathetic customer-service mindset. You will collaborate with coaches and teams to ensure seamless service delivery.

Qualificações

• Fluent in English and Spanish, both written and verbal.
• Minimum 2 years in customer service or related role.
• Comfortable working remotely and phone-based.
• Strong data-entry and attention to detail.

Responsabilidades

• Handle inbound/outbound member contacts via phone, email, and other channels.
• Respond to emails/messages and gather member needs.
• Welcome new members and explain available services.
• Schedule, reschedule, and manage coaching appointments.
• Coordinate with coaches and internal teams for smooth handoffs.
• Protect member privacy and follow policies.
• Meet contact center performance metrics and participate in training.

Conhecimentos

Bilingual English/Spanish

Customer service

Data entry

Remote work readiness

Formação académica

High school diploma or equivalent

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

Ferramentas

CRM

Scheduling software

Contact center software

Descrição da oferta de emprego

My Secure Advantage is seeking a Financial Success Coordinator who will be the first line of contact for members seeking financial coaching. You will handle calls, emails, and other channels with a welcoming, professional approach from a remote setting.

The role requires bilingual English/Spanish communication, strong data-entry skills, and a patient, empathetic customer-service mindset. You will collaborate with coaches and teams to ensure seamless service delivery.