Bilingual Financial Success Coordinator – Remote

My Secure Advantage; California; À distance; USD 21 000 - 29 000; Plein temps

Résumé du poste

My Secure Advantage is seeking a bilingual Financial Success Coordinator to provide member support via phone, email, and digital channels. The role centers on guiding members through financial coaching services, understanding needs, and coordinating with coaches for timely handoffs.

The position emphasizes accuracy in documentation, strong communication, and the ability to thrive in a fast-paced, remote contact center environment.

Qualifications

• High school diploma or equivalent.
• 2+ years in customer service, call center, or related role.
• Fluent in English and Spanish, written and verbal.
• Comfortable remote work and phone-focused interactions.
• Experience with CRM, scheduling, and contact center tools.

Responsabilités

• Handle a high volume of inbound and outbound member calls professionally.
• Respond to emails, messages, and service requests throughout the day.
• Welcome new members and explain available services.
• Ask questions, listen actively, and identify member needs.
• Connect members with the right coach or resource.
• Schedule, reschedule, and manage coaching appointments.

Connaissances

Bilingual English/Spanish

Customer service

Active listening

Communication

Phone/email handling

Remote work

Formation

High school diploma or equivalent

Associate's or Bachelor's degree (preferred)

Outils

CRM software

Scheduling systems

Description du poste

My Secure Advantage is seeking a bilingual Financial Success Coordinator to provide member support via phone, email, and digital channels. The role centers on guiding members through financial coaching services, understanding needs, and coordinating with coaches for timely handoffs.

The position emphasizes accuracy in documentation, strong communication, and the ability to thrive in a fast-paced, remote contact center environment.