Bilingual Financial Success Coordinator (Remote)

My Secure Advantage; Guin (AL); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for its Financial Coaching department. This fully remote role involves handling member inquiries via phone and digital channels, guiding clients to appropriate coaching and resources, and maintaining accurate documentation.

You will work in a high-volume environment, requiring strong communication, empathy, and attention to detail while ensuring privacy and data integrity.

Qualifications

• Bilingual in English and Spanish, both written and verbal.
• Minimum 2 years in customer service or contact center.
• Experience with CRM and scheduling systems.
• Associate's or Bachelor's degree in business, communications, finance, or related field.

Responsibilities

• Serve as primary point of contact for members via inbound/outbound calls, email, and other channels.
• Help members understand services, identify needs, and connect with coaches or resources.
• Schedule, reschedule, and manage coaching appointments per processes and standards.
• Respond to member emails, messages, and service requests throughout the workday.
• Coordinate with coaches and internal teams for effective handoffs and continuity of service.
• Protect member privacy and confidentiality following company policies.

Skills

Bilingual English/Spanish

Customer service orientation

Attention to detail

Communication skills

Education

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

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for its Financial Coaching department. This fully remote role involves handling member inquiries via phone and digital channels, guiding clients to appropriate coaching and resources, and maintaining accurate documentation.

You will work in a high-volume environment, requiring strong communication, empathy, and attention to detail while ensuring privacy and data integrity.