Bilingual Financial Support Specialist (Remote)

My Secure Advantage; Heber (UT); À distance; USD 20 000 - 29 000; Plein temps

Résumé du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to provide reliable, empathetic financial coaching support to members. The role handles inbound/outbound calls, emails, and other channels, guiding members to the right coaches and resources while documenting interactions accurately.

This fully remote position requires strong communication, organizational skills, and the ability to maintain privacy.

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years in customer service or call center roles.
• Fluent in English and Spanish, written and verbal.
• Ability to manage high-volume inbound/outbound calls and emails.

Responsabilités

• Handle high volume inbound and outbound member calls professionally.
• Respond to member emails, messages, and service requests.
• Welcome new members and explain available services and coaching expectations.
• Schedule, reschedule, and manage coaching appointments per process.

Connaissances

Bilingual English/Spanish

High-volume calls

Strong communication

Formation

High school diploma or equivalent

Associate’s or bachelor’s degree preferred

Outils

CRM software

Scheduling systems

Contact center tools

Description du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to provide reliable, empathetic financial coaching support to members. The role handles inbound/outbound calls, emails, and other channels, guiding members to the right coaches and resources while documenting interactions accurately.

This fully remote position requires strong communication, organizational skills, and the ability to maintain privacy.