Remote Bilingual Financial Success Coordinator

My Secure Advantage; California City (CA); À distance; USD 20 000 - 29 000; Plein temps

Avantages offerts par ce poste

Remote work

MSA culture and growth opportunities

Competitive hourly compensation

Résumé du poste

My Secure Advantage seeks a Financial Success Coordinator to assist members with financial coaching needs in a 100% remote role. You will handle high-volume calls, emails, and messages, guiding members to the right resources and scheduling coaching sessions.

Fluency in English and Spanish, strong communication, and accurate documentation are essential. Prior experience in customer service and remote work is preferred; privacy and data handling must be meticulous.

Qualifications

• High school diploma or equivalent.
• Fluent in English and Spanish (written and verbal).
• Strong verbal communication and active listening skills.
• Comfortable handling a high volume of calls, emails, and messages.
• Ability to maintain accuracy in documentation and data entry.
• Experience with CRM and scheduling tools is preferred.

Responsabilités

• Handle a high volume of inbound and outbound member calls professionally.
• Respond to emails, messages, and service requests throughout the day.
• Welcome new members and explain available services.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records and notes.
• Coordinate with coaches to ensure smooth handoffs and continuity.

Connaissances

English

Spanish

Phone & email support

Active listening

Data entry

Remote work

Formation

High school diploma

Associate's or Bachelor's degree in business/communications/finance

Outils

CRM

Scheduling software

Description du poste

My Secure Advantage seeks a Financial Success Coordinator to assist members with financial coaching needs in a 100% remote role. You will handle high-volume calls, emails, and messages, guiding members to the right resources and scheduling coaching sessions.

Fluency in English and Spanish, strong communication, and accurate documentation are essential. Prior experience in customer service and remote work is preferred; privacy and data handling must be meticulous.