Remote Bilingual Financial Success Coordinator

My Secure Advantage; Illinois; À distance; USD 20 000 - 29 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

My Secure Advantage seeks a Financial Success Coordinator to join our remote team and support members seeking financial coaching. The role requires bilingual English/Spanish communication, handling multi-channel inquiries, and connecting members with the right financial coaches and resources.

As a high-volume contact center position, you will document interactions, schedule appointments, and ensure a smooth member experience while protecting privacy and data integrity.

Qualifications

• High school diploma or equivalent.
• 2 years of experience in customer service, member services, call center, scheduling, customer success, or related role.
• Fluent in English and Spanish, written and verbal.
• Strong verbal communication and active listening skills.
• Comfortable with high-volume calls and multi-channel communication.
• Ability to learn new systems and work independently in a remote environment.

Responsabilités

• Handle a high volume of inbound and outbound member calls in a professional, friendly manner.
• Respond to member emails, messages, and service requests.
• Welcome new members and explain available services and the coaching experience.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records and documentation.

Connaissances

Bilingual English/Spanish

Customer service

Strong communication

Remote work ability

Formation

High school diploma

Associate's or Bachelor's degree (preferred)

Outils

CRM systems

Scheduling software

Description du poste

My Secure Advantage seeks a Financial Success Coordinator to join our remote team and support members seeking financial coaching. The role requires bilingual English/Spanish communication, handling multi-channel inquiries, and connecting members with the right financial coaches and resources.

As a high-volume contact center position, you will document interactions, schedule appointments, and ensure a smooth member experience while protecting privacy and data integrity.