Bilingual Financial Support Specialist (Remote)

My Secure Advantage; Massachusetts; Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to deliver welcoming, professional member experiences in a remote, high-volume environment. You will handle inbound/outbound calls, emails, and scheduling, guiding members to appropriate financial coaching and resources.

The role emphasizes empathy, accuracy in documentation, and proactive member support while maintaining privacy and meeting performance expectations.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years in customer service or related roles.
• Fluent in English and Spanish (written and verbal).
• Experience with CRM, scheduling, and contact center tech.
• Associate's or bachelor's degree in business, communications, finance, or related field.
• Experience in financial services or service-oriented environments.

Responsibilities

• Serve as primary contact for members via phone, email, and other channels.
• Explain services, assess needs, connect with coaches or resources, and schedule appointments.
• Handle high-volume inquiries with accuracy and professionalism.
• Respond to emails and messages; welcome new members and set expectations.
• Ask questions to understand financial goals and coordinate appropriate handoffs.
• Schedule, reschedule, and manage coaching appointments per processes.
• Support callbacks and call-queue for timely assistance.
• Assist with registration, access, scheduling, and general questions.
• Coordinate with coaches and teams to ensure seamless handoffs.
• Resolve routine questions, protect privacy, and escalate as needed.

Skills

Bilingual EN/ES

Customer service

CRM experience

Data entry

Scheduling coordination

Remote work

Phone support

Multichannel support

Education

Business/Comm/Finance degree

Tools

CRM software

Scheduling software

MS Office

Job description

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to deliver welcoming, professional member experiences in a remote, high-volume environment. You will handle inbound/outbound calls, emails, and scheduling, guiding members to appropriate financial coaching and resources.

The role emphasizes empathy, accuracy in documentation, and proactive member support while maintaining privacy and meeting performance expectations.