Bilingual Financial Success Coordinator — Remote

My Secure Advantage; Lake Michigan Beach (MI); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Customer Support Specialist who is fluent in English and Spanish for a fully remote role. You will handle member inquiries via phone, email, and chat, explain available services, schedule coaching sessions, and coordinate with financial coaches to ensure seamless support.

Ideal candidates have at least 2 years in customer service, strong communication, attention to detail, and experience with CRM and scheduling tools.

Qualifications

• Bilingual English/Spanish, both written and verbal.
• Minimum of 2 years of experience in customer service, member services, or related roles.
• Comfortable with high-volume, remote contact center work.
• Strong data-entry accuracy and attention to detail.
• Experience with CRM, scheduling, or contact center software.

Responsibilities

• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain available services, and set expectations for the coaching experience.
• Ask questions and listen to understand the member's financial needs and goals.
• Connect members with the appropriate financial coach or resource.
• Schedule, reschedule, and manage coaching appointments per processes.
• Support callback and call-queue processes for timely assistance.
• Assist with registration, access, scheduling, and questions about services.
• Coordinate with coaches and internal teams for effective handoffs.
• Resolve routine questions and issues while protecting privacy and following policies.
• Meet contact center performance expectations and participate in training.

Skills

Bilingual English/Spanish

Customer service

Communication skills

CRM experience

Remote work experience

Data entry

Education

High school diploma or equivalent

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

Tools

CRM software

Scheduling software

Email/phone support tools

Job description

My Secure Advantage is seeking a Customer Support Specialist who is fluent in English and Spanish for a fully remote role. You will handle member inquiries via phone, email, and chat, explain available services, schedule coaching sessions, and coordinate with financial coaches to ensure seamless support.

Ideal candidates have at least 2 years in customer service, strong communication, attention to detail, and experience with CRM and scheduling tools.