Bilingual Financial Success Coordinator – Remote

My Secure Advantage; Yuma (AZ); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage seeks a Customer Support Specialist (Financial Success Coordinator) to join a remote, high-volume contact center supporting members seeking financial coaching. The role emphasizes greeting members, explaining services, and routing inquiries to the proper financial coach or resource.

The successful candidate is bilingual, has 2+ years in customer service, and can manage multiple systems while maintaining accuracy and confidentiality in a fully remote environment.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in customer service, member services, call center, scheduling, customer success, or related role.
• Fluent in English and Spanish, both written and verbal.
• Strong verbal communication and active-listening skills.
• Comfortable interacting with members by telephone for long periods.
• Ability to manage high volume of calls, emails, and messages with accuracy.
• Excellent organizational and time-management skills.
• Ability to learn new systems quickly.
• Ability to work independently in a remote environment.

Responsibilities

• 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 throughout the workday.
• Welcome new members, explain available services, and set expectations for the coaching experience.
• Ask questions and actively listen to understand members' financial needs and goals.
• Connect members with the appropriate financial coach, service, or resource.
• Schedule, reschedule, and manage coaching appointments per processes and standards.
• Support callback and call-queue processes for timely assistance.
• Conduct outbound follow-up and engagement calls when appropriate.
• Assist members with registration, access, scheduling, and general questions about MSA services.
• Maintain accurate member records, call notes, and appointment information.
• Coordinate with coaches and internal teams for effective handoffs.
• Resolve routine questions and issues, escalating when needed.
• Protect member privacy and follow all policies.
• Meet contact center expectations for availability, productivity, quality, and attendance.
• Participate in training, coaching, and quality-improvement initiatives.
• Perform other related duties as assigned.

Skills

Bilingual English/Spanish

Call center experience

Strong communication

Active listening

Data entry accuracy

Education

Associate's or Bachelor's degree in business/related field

Tools

CRM software

Scheduling software

Job description

My Secure Advantage seeks a Customer Support Specialist (Financial Success Coordinator) to join a remote, high-volume contact center supporting members seeking financial coaching. The role emphasizes greeting members, explaining services, and routing inquiries to the proper financial coach or resource.

The successful candidate is bilingual, has 2+ years in customer service, and can manage multiple systems while maintaining accuracy and confidentiality in a fully remote environment.