Bilingual Financial Success Coordinator (Remote)

My Secure Advantage; Alton (IL); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a bilingual (English/Spanish) Customer Support Specialist to deliver high-quality financial coaching support remotely in the United States. You will handle inbound and outbound calls, emails, and messages, guiding members to the right coaches and resources while documenting interactions accurately.

In this high-volume contact center role, you will schedule appointments, respond to inquiries, and ensure a seamless member experience.

Qualifications

• Must be fluent in English and Spanish, written and verbal.
• Minimum 2 years of experience in customer service or related roles.
• Experience handling high-volume calls and emails.
• Comfortable remote work and independent performance.
• Strong data-entry accuracy and documentation.

Responsibilities

• Handle inbound and outbound member calls professionally and efficiently.
• Respond to emails, messages, and service requests.
• Explain services and set expectations for financial coaching.
• Schedule and manage coaching appointments per processes.
• Maintain accurate member records and handoffs between teams.
• Protect member privacy and adhere to policies.

Skills

Bilingual English/Spanish

Customer service

Phone support

Communications

Active listening

Education

High school diploma

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a bilingual (English/Spanish) Customer Support Specialist to deliver high-quality financial coaching support remotely in the United States. You will handle inbound and outbound calls, emails, and messages, guiding members to the right coaches and resources while documenting interactions accurately.

In this high-volume contact center role, you will schedule appointments, respond to inquiries, and ensure a seamless member experience.