Bilingual Financial Success Coordinator (Remote)

My Secure Advantage; Oklahoma; A distancia; USD 20.000 - 29.000; Jornada completa

Descripción de la vacante

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role serving members nationwide. You will handle inbound and outbound calls, emails, and messages, guiding members through financial coaching services and scheduling appointments.

As a Financial Success Coordinator, you’ll connect members with the right coach or resource, document interactions, and maintain confidentiality while delivering a positive, professional member experience in a

Formación

• High school diploma or equivalent.
• 2+ years of experience in customer service or a related role.
• Fluent in English and Spanish (written and verbal).
• Strong communication and active-listening skills.
• Experience with CRM and scheduling systems is a plus.

Responsabilidades

• Handle a high volume of inbound and outbound member calls in a professional, friendly manner.
• Respond to member emails, messages, and service requests.
• Welcome new members and explain available services.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate and complete member records and notes.

Conocimientos

Bilingual English/Spanish

Customer service

Phone support

Educación

High school diploma

Associate/Bachelor's degree (preferred)

Herramientas

CRM software

Scheduling systems

Descripción del empleo

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role serving members nationwide. You will handle inbound and outbound calls, emails, and messages, guiding members through financial coaching services and scheduling appointments.

As a Financial Success Coordinator, you’ll connect members with the right coach or resource, document interactions, and maintain confidentiality while delivering a positive, professional member experience in a