Bilingual Financial Wellness Support Specialist (Remote)

My Secure Advantage; Orangeburg (SC); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is hiring a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role in the Financial Coaching department. The position focuses on providing a welcoming, efficient experience for members seeking financial coaching and support.

You will handle high-volume inquiries via phone and digital channels, document interactions, and coordinate with coaches and internal teams.

Qualifications

• Fluent in English and Spanish, written and verbal.
• 2+ years in customer service or related role.
• Comfortable in a fully remote, high-volume contact center.
• Strong data-entry accuracy and attention to detail.
• Experience with CRM, scheduling, or contact center software.

Responsibilities

• Serve as primary contact for members via phone, email, and other channels.
• Identify needs, connect with the right coach or resource, schedule appointments.
• Maintain accurate documentation and provide timely, high-quality member support.
• Handle inquiries, manage provisioning of services, and ensure privacy and security.

Skills

Bilingual English/Spanish

Customer service

Remote work

Data entry

Communication

Education

Associate's or Bachelor's degree in business/communications/finance

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is hiring a Customer Support Specialist (Bilingual English/Spanish) for a fully remote role in the Financial Coaching department. The position focuses on providing a welcoming, efficient experience for members seeking financial coaching and support.

You will handle high-volume inquiries via phone and digital channels, document interactions, and coordinate with coaches and internal teams.