Bilingual Financial Wellness Specialist (Remote)

My Secure Advantage; Crystal Bay (NV); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role in the Financial Coaching department. You will serve as the first point of contact for members seeking financial coaching, guiding them to the right resources, scheduling coaching sessions, and providing ongoing support through multiple channels.

The role requires strong communication, empathy, accuracy in data entry, and the ability to navigate CRM and scheduling tools in a remote

Qualifications

• 2+ years of experience in customer service or call center environments.
• Fluent in English and Spanish, written and spoken.
• Comfortable outbound/inbound phone, email, and chat interactions.
• Strong data-entry accuracy and attention to detail.
• Experience with CRM, scheduling, and contact center software is a plus.

Responsibilities

• Serve as primary point of contact for members via phone, email, and other channels.
• Explain services, assess needs, connect with appropriate coach or resource, and schedule appointments.
• Maintain a high-volume, fast-paced service level with accurate documentation.
• Respond to emails and messages; welcome new members and set expectations for the coaching experience.
• Coordinate handoffs with coaches and internal teams to ensure seamless service.
• Protect privacy and follow company policies; meet performance expectations.

Job description

My Secure Advantage is seeking a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role in the Financial Coaching department. You will serve as the first point of contact for members seeking financial coaching, guiding them to the right resources, scheduling coaching sessions, and providing ongoing support through multiple channels.

The role requires strong communication, empathy, accuracy in data entry, and the ability to navigate CRM and scheduling tools in a remote