Bilingual Financial Support & Coaching Specialist (Remote)

My Secure Advantage; Clayton (NC); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Customer Support Specialist – Financial Coaching to serve members remotely as a Financial Success Coordinator, handling inquiries via phone, email, and chat with warmth and professionalism.

This role emphasizes bilingual English/Spanish communication, scheduling coaching sessions, guiding members to the right resources, and ensuring privacy and data accuracy.

The team offers growth within financial-wellbeing services and a supportive remote work environment.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years in customer service, member services, call center, scheduling, or related role.
• Fluent in English and Spanish, both written and verbal.
• Comfortable communicating via phone, email, and other channels.
• Strong data entry and documentation skills.
• Experience with CRM, scheduling, or contact center software.
• Ability to work independently in a remote environment.
• Experience in financial services or related service environment.

Responsibilities

• Serve as primary point of contact for members through inbound and outbound communication channels.
• Help members understand services, connect with coaches or resources, and schedule appointments.
• Maintain accurate documentation and meet contact center performance expectations.
• Respond to member emails, messages, and service requests throughout the workday.
• Coordinate with coaches and internal teams to ensure seamless handoffs and continuity.
• Protect member privacy and confidentiality according to company policies.

Skills

Bilingual English/Spanish

Customer service

Communication

Education

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

Tools

CRM system

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a Customer Support Specialist – Financial Coaching to serve members remotely as a Financial Success Coordinator, handling inquiries via phone, email, and chat with warmth and professionalism.

This role emphasizes bilingual English/Spanish communication, scheduling coaching sessions, guiding members to the right resources, and ensuring privacy and data accuracy.

The team offers growth within financial-wellbeing services and a supportive remote work environment.