Bilingual Financial Success Coordinator — Remote

My Secure Advantage; Illinois; À distance; USD 20 000 - 29 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to serve as a primary contact for members seeking financial coaching. The role involves inbound/outbound calls, email, and other channels to connect members with coaches and resources, while maintaining accurate records and ensuring privacy.

The position is remote and requires residency in eligible US states. Candidates should be fluent in English and Spanish, with strong communication and organization

Qualifications

• Fluent in English and Spanish, both written and verbal.
• 2 years of experience in customer service, call center, or related roles.
• Strong communication and active-listening skills.
• Ability to handle high-volume inbound/outbound interactions and maintain accuracy.

Responsabilités

• 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.
• Welcome new members and explain available services for financial coaching.
• Identify member needs and connect them with appropriate coaches or resources.
• Schedule and manage coaching appointments per established processes.
• Maintain accurate member records and documentation.

Connaissances

Fluent in English

Fluent in Spanish

Strong verbal communication

Active listening

Time management

Data entry accuracy

Formation

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

Outils

CRM systems

Scheduling software

Contact center software

Description du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to serve as a primary contact for members seeking financial coaching. The role involves inbound/outbound calls, email, and other channels to connect members with coaches and resources, while maintaining accurate records and ensuring privacy.

The position is remote and requires residency in eligible US states. Candidates should be fluent in English and Spanish, with strong communication and organization