Bilingual Financial Success Coordinator (Remote)

My Secure Advantage; Minnesota; Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a bilingual Financial Success Coordinator to support members remotely across the U.S. The role handles inbound and outbound calls, emails, and other channels to explain services and connect members with financial coaches.

You will schedule appointments, document interactions, and maintain member records while upholding privacy and quality standards. The position emphasizes a welcoming, efficient member experience in a fast-paced environment, with remote work as a

Qualifications

• High school diploma or equivalent.
• 2+ years in customer service, member services, or call center roles.
• Fluent in English and Spanish, both written and spoken.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional and friendly manner.
• Respond to emails, messages, and service requests throughout the day.
• Welcome new members and explain available services.
• Identify member needs and connect them to the appropriate coach or resource.
• Schedule and manage coaching appointments according to processes and standards.
• Maintain accurate member records and documentation.

Skills

Bilingual English/Spanish

Customer service

Active listening

Data entry

Education

Associate's or Bachelor's degree

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a bilingual Financial Success Coordinator to support members remotely across the U.S. The role handles inbound and outbound calls, emails, and other channels to explain services and connect members with financial coaches.

You will schedule appointments, document interactions, and maintain member records while upholding privacy and quality standards. The position emphasizes a welcoming, efficient member experience in a fast-paced environment, with remote work as a