Remote Bilingual Financial Coaching Coordinator

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

Job summary

My Secure Advantage is seeking a Financial Success Coordinator to join our remote, member-focused team. This 100% remote role requires bilingual English/Spanish communication to assist members via phone, email, and messaging, guiding them to the right financial coaching resources and scheduling appointments as needed.

The position emphasizes high-volume, fast-paced interactions, accurate documentation, and a strong commitment to privacy.

Qualifications

• Minimum 2 years in customer service or call center environments.
• Bilingual in English and Spanish, written and verbal.
• Ability to manage high-volume calls and maintain data accuracy.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional, friendly manner.
• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain services, and set expectations for the coaching experience.
• Schedule, reschedule, and manage coaching appointments per processes.
• Maintain accurate member records and documentation.
• Coordinate with coaches to ensure smooth handoffs and continuity.

Skills

Fluent English

Fluent Spanish

Active listening

Communication skills

Education

High school diploma or equivalent

Tools

CRM systems

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a Financial Success Coordinator to join our remote, member-focused team. This 100% remote role requires bilingual English/Spanish communication to assist members via phone, email, and messaging, guiding them to the right financial coaching resources and scheduling appointments as needed.

The position emphasizes high-volume, fast-paced interactions, accurate documentation, and a strong commitment to privacy.