Remote Bilingual Financial Success Concierge

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

Benefits offered by this job

Remote work

Job summary

My Secure Advantage, a remote-friendly financial wellbeing company, is seeking a Financial Success Coordinator to support members through inbound calls, emails, and other channels. You will guide members to the right services, schedule coaching sessions, and document interactions with care.

The role requires fluent English and Spanish, strong communication, and the ability to manage multiple member needs in a fast-paced environment while maintaining confidentiality and accuracy.

Qualifications

• High school diploma or equivalent.
• 2+ years in customer service or related role.
• Fluent in English and Spanish, written and verbal.
• Strong verbal communication and active listening skills.
• Comfortable handling high call volume and multi-channel interactions.
• Ability to work remotely and independently.

Responsibilities

• Handle high volume inbound/outbound member calls.
• Respond to emails, messages, and service requests.
• Explain services and set expectations for coaching experience.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records and notes.
• Coordinate with coaches and internal teams for effective handoffs.

Skills

Bilingual English/Spanish

Customer service

Active listening

Verbal communication

Remote work

Education

High school diploma

Associate's degree (preferred)

Bachelor's degree (preferred)

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage, a remote-friendly financial wellbeing company, is seeking a Financial Success Coordinator to support members through inbound calls, emails, and other channels. You will guide members to the right services, schedule coaching sessions, and document interactions with care.

The role requires fluent English and Spanish, strong communication, and the ability to manage multiple member needs in a fast-paced environment while maintaining confidentiality and accuracy.