Bilingual Remote Financial Support Specialist

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

Job summary

My Secure Advantage is seeking a Remote Customer Support Specialist (Financial Success Coordinator) fluent in English and Spanish to assist members seeking financial coaching. This high-volume contact center role requires excellent communication, documentation, and the ability to connect members with the right coach or resource.

You'll handle inbound/outbound calls, emails, and messages, schedule appointments, and maintain accurate records while upholding privacy and service standards in a fully

Qualifications

• 2 years of experience in customer service, member services, call center, scheduling, or related roles.
• Fluent in English and Spanish, both written and spoken.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional, friendly manner.
• Respond to member emails, messages, and service requests.
• Welcome new members and explain available services for the coaching journey.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records and documentation.
• Coordinate with coaches and internal teams for smooth handoffs.
• Protect member privacy and follow company policies.

Skills

Bilingual EN/ES

Customer service

Remote work

Phone handling

Education

High school diploma or equivalent

Tools

CRM software

Scheduling tools

Job description

My Secure Advantage is seeking a Remote Customer Support Specialist (Financial Success Coordinator) fluent in English and Spanish to assist members seeking financial coaching. This high-volume contact center role requires excellent communication, documentation, and the ability to connect members with the right coach or resource.

You'll handle inbound/outbound calls, emails, and messages, schedule appointments, and maintain accurate records while upholding privacy and service standards in a fully