Bilingual Financial Success Coordinator, Remote

My Secure Advantage; Clayton (MO); Remote; USD 21,000 - 29,000; Full time

Job summary

My Secure Advantage in the United States is seeking a bilingual Customer Support Specialist (Financial Success Coordinator) to serve members via high‑volume phone, email, and digital channels in a fully remote setting. You will explain services, assess needs, connect members with coaches, schedule appointments, and maintain complete, accurate records while upholding privacy and quality standards.

This role requires compassion, excellent communication, and the ability to work independently in a

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in customer service, member services, call center/contact center, scheduling, customer success, or related role.
• Fluent in English and Spanish, both written and verbal.
• Strong verbal communication and active-listening skills.
• Comfortable spending a significant portion of the workday interacting with members by telephone.
• Ability to manage a high volume of inbound and outbound calls, emails, and messages while maintaining professionalism and accuracy.
• Strong customer-service orientation with the ability to demonstrate patience, empathy, and professionalism.
• Excellent organizational, time-management, and follow-through skills.
• Strong attention to detail and accurate data-entry skills.
• Ability to navigate multiple systems and applications while communicating with members.
• Comfortable using CRM, scheduling, phone, email, and other contact center technology.
• Ability to learn new systems, processes, and procedures quickly.
• Ability to work independently in a remote environment while remaining engaged and accountable to the team.
• Ability to appropriately handle confidential and sensitive member information.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional, friendly, and efficient manner.
• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain available services, and help them understand what to expect from the financial coaching experience.
• Ask appropriate questions and actively listen to understand the member's financial needs, goals, and reason for contacting MSA.
• Connect members with the appropriate financial coach, service, or resource based on their needs.
• Schedule, reschedule, and manage coaching appointments in accordance with established processes and service standards.

Skills

Bilingual English/Spanish

Customer service

Active listening

CRM usage

Education

High school diploma or equivalent

Associate's or bachelor's degree in business, communications, finance, or related field

Tools

CRM

Scheduling software

Call center software

Job description

My Secure Advantage in the United States is seeking a bilingual Customer Support Specialist (Financial Success Coordinator) to serve members via high‑volume phone, email, and digital channels in a fully remote setting. You will explain services, assess needs, connect members with coaches, schedule appointments, and maintain complete, accurate records while upholding privacy and quality standards.

This role requires compassion, excellent communication, and the ability to work independently in a