Bilingual Financial Success Coordinator - Remote

My Secure Advantage; Yorktown (VA); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Career growth opportunities

Job summary

My Secure Advantage in the United States is seeking a Customer Support Specialist fluent in English and Spanish to join our remote, high-volume contact center. The Financial Success Coordinator will handle inbound/outbound calls, emails, and messages, guiding members through coaching options and scheduling appointments with care.

The role requires a clear communicator, strong data-entry and documentation skills, and the ability to protect member privacy while delivering a welcoming, professional

Qualifications

• Minimum 2 years in customer service or related roles.
• Fluent in English and Spanish, both written and verbal.
• High school diploma or equivalent.
• Ability to work remotely and manage high volume calls.
• Strong communication and data-entry skills.

Responsibilities

• Handle high volume inbound/outbound member calls.
• Respond to member emails, messages, and service requests.
• Welcome new members, explain services, and set expectations.
• Schedule and manage coaching appointments.
• Maintain accurate member records and notes.
• Coordinate with coaches and teams for smooth handoffs.
• Protect member privacy and follow policies.
• Meet contact center performance standards.

Skills

Bilingual EN/ES

Customer service

Phone support

Active listening

Data entry

CRM software

Remote work

Education

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Tools

CRM systems

Scheduling software

Call center software

Job description

My Secure Advantage in the United States is seeking a Customer Support Specialist fluent in English and Spanish to join our remote, high-volume contact center. The Financial Success Coordinator will handle inbound/outbound calls, emails, and messages, guiding members through coaching options and scheduling appointments with care.

The role requires a clear communicator, strong data-entry and documentation skills, and the ability to protect member privacy while delivering a welcoming, professional