Remote Bilingual Financial Success Coordinator

My Secure Advantage; Arkansas City (KS); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a Financial Success Coordinator to support members through inbound/outbound calls, email, and chats. This remote, high-volume role emphasizes clear communication, accurate documentation, and compassionate service. You will guide members to the right coach or resource, schedule appointments, and maintain records in our CRM.

Fluency in English and Spanish is required. A high school diploma and at least two years in customer service are expected, with full-time

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in customer service, member services, call center, scheduling, customer success, or a related role.
• Fluent in English and Spanish, both written and verbal.
• Strong verbal communication and active-listening skills.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional, friendly, and efficient manner.
• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain available services, and help them understand what to expect from the financial coaching experience.
• Ask appropriate questions and actively listen to understand the member's needs, goals, and reason for contacting MSA.
• Connect members with the appropriate financial coach, service, or resource based on their needs.
• Schedule, reschedule, and manage coaching appointments in accordance with established processes and service standards.
• Support callback and call-queue processes to help members receive timely assistance.
• Conduct outbound follow-up and engagement calls when appropriate.
• Assist members with registration, access, scheduling, and general questions regarding MSA services and digital resources.
• Maintain accurate and complete member records and notes.
• Coordinate with financial coaches and internal teams for effective handoffs and continuity of service.
• Resolve routine member questions and issues and escalate when appropriate.
• Protect member privacy and follow all company policies.
• Meet contact center expectations for availability, productivity, quality, accuracy, attendance, and service.
• Participate in ongoing training, coaching, and quality-improvement initiatives.
• Perform other related duties as assigned.

Skills

Bilingual English/Spanish

Excellent verbal communication

Active listening

Strong organizational skills

Remote work capability

Education

High school diploma or equivalent

Associate's or bachelor's degree in business, communications, finance, or a related field

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a Financial Success Coordinator to support members through inbound/outbound calls, email, and chats. This remote, high-volume role emphasizes clear communication, accurate documentation, and compassionate service. You will guide members to the right coach or resource, schedule appointments, and maintain records in our CRM.

Fluency in English and Spanish is required. A high school diploma and at least two years in customer service are expected, with full-time