Remote Bilingual Financial Success Coordinator

My Secure Advantage; El Paso (TX); Remote; USD 20,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Financial Success Coordinator who is fluent in English and Spanish to support members remotely across the United States. The role focuses on delivering a welcoming, efficient coaching experience via phone, email, and digital channels.

You will identify member needs, connect them with the appropriate coach, schedule appointments, and document interactions while maintaining privacy and high service standards.

Qualifications

• Must be fluent in English and Spanish, both written and verbal.
• Minimum of 2 years in customer service or related roles.
• Comfortable handling high volume calls and emails.
• Experience with CRM, scheduling, or contact center tools is a plus.

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 coaching experience.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records, call notes, and appointment information.
• Coordinate with coaches and teams to ensure smooth handoffs and continuity of service.

Skills

Bilingual English/Spanish

Customer service

Strong communication

Active listening

Professional phone etiquette

Data entry

Education

High school diploma or equivalent

Job description

My Secure Advantage is seeking a Financial Success Coordinator who is fluent in English and Spanish to support members remotely across the United States. The role focuses on delivering a welcoming, efficient coaching experience via phone, email, and digital channels.

You will identify member needs, connect them with the appropriate coach, schedule appointments, and document interactions while maintaining privacy and high service standards.