Remote Bilingual Financial Coaching Support Specialist

My Secure Advantage; Milton (MA); À distance; USD 20 000 - 29 000; Plein temps

Résumé du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Coaching) to join our remote service team. You will greet members, answer inquiries in English and Spanish, and route coaching requests to the appropriate financial coach, ensuring a welcoming, efficient experience.

Ideal candidates have 2+ years in customer service, strong communication, data-entry accuracy, and comfort working in a high-volume, remote contact center.

Qualifications

• Two years of customer service or call center experience.
• Fluent in English and Spanish, written and verbal.
• Ability to manage multiple systems while assisting members.

Responsabilités

• Primary contact for members via inbound/outbound calls, email, and other channels.
• Connect members with the appropriate financial coach or resource and schedule appointments.
• Document interactions accurately and maintain data in CRM.
• Respond to member inquiries and support service requests in a timely manner.
• Protect member privacy and follow company policies.

Connaissances

Bilingual English/Spanish

Customer service

Call center

CRM

Data entry

Formation

Associate's or Bachelor's degree

Outils

CRM

Scheduling software

Description du poste

My Secure Advantage is seeking a Customer Support Specialist (Financial Coaching) to join our remote service team. You will greet members, answer inquiries in English and Spanish, and route coaching requests to the appropriate financial coach, ensuring a welcoming, efficient experience.

Ideal candidates have 2+ years in customer service, strong communication, data-entry accuracy, and comfort working in a high-volume, remote contact center.