Remote Bilingual Financial Success Coordinator

My Secure Advantage; Minneota (MN); Remote; USD 21,000 - 29,000; Full time

Job summary

My Secure Advantage is seeking a Financial Success Coordinator (Bilingual English/Spanish) to deliver welcoming, efficient service via phone, email, and other channels. You will guide members through coaching options, connect them with the right coaches, and schedule appointments while maintaining accurate records.

In a remote, high-volume contact center, you will demonstrate strong communication, attention to detail, and a client-first mindset.

Qualifications

• Fluent in English and Spanish, both written and verbal.
• Minimum 2 years in customer service or related role.
• Must be comfortable working remotely and handling high-volume inquiries.
• Experience with CRM and scheduling tools is a plus.

Responsibilities

• Handle a high volume of inbound and outbound member calls professionally.
• Respond to member emails, messages, and service requests.
• Welcome new members and explain available services.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate member records and documentation.
• Coordinate with coaches and teams for seamless handoffs.

Skills

Bilingual English/Spanish

Phone & email support

Active listening

Remote work readiness

Education

High school diploma or equivalent

Associate's or Bachelor's degree (preferred)

Tools

CRM systems

Scheduling software

Contact center tech

Job description

My Secure Advantage is seeking a Financial Success Coordinator (Bilingual English/Spanish) to deliver welcoming, efficient service via phone, email, and other channels. You will guide members through coaching options, connect them with the right coaches, and schedule appointments while maintaining accurate records.

In a remote, high-volume contact center, you will demonstrate strong communication, attention to detail, and a client-first mindset.