Remote Bilingual Financial Success Coordinator

My Secure Advantage; Tennessee; Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage seeks a Customer Support Specialist who is fluent in English and Spanish to provide high‑quality remote member support for financial coaching services. You will handle inbound/outbound calls and emails, guiding members to the right resources and scheduling coaching sessions with careful attention to privacy and accuracy.

The role emphasizes strong communication, data entry, and the ability to work independently in a remote environment while meeting performance metrics and

Qualifications

• Fluent in English and Spanish, both written and verbal.
• Minimum 2 years in customer service, member services, or contact center.
• Associate's or bachelor's degree in business, communications, finance, or related field.

Responsibilities

• Serve as a primary point of contact for members via phone, email, and other channels.
• Identify member needs, connect with the appropriate coach or resource, and schedule appointments.
• Maintain accurate documentation, handle inquiries, and uphold privacy policies.
• Coordinate handoffs with coaches and internal teams to ensure seamless service continuity.
• Meet contact center performance expectations for availability, productivity, and quality.
• Participate in training, coaching, and quality-improvement initiatives.

Skills

Bilingual English/Spanish

Customer service

Phone & email support

CRM familiarity

Scheduling tools

Independent remote work

Education

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

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage seeks a Customer Support Specialist who is fluent in English and Spanish to provide high‑quality remote member support for financial coaching services. You will handle inbound/outbound calls and emails, guiding members to the right resources and scheduling coaching sessions with careful attention to privacy and accuracy.

The role emphasizes strong communication, data entry, and the ability to work independently in a remote environment while meeting performance metrics and