Remote Bilingual Financial Success Coordinator (EN/ES)

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

Job summary

My Secure Advantage is hiring a Customer Support Specialist – Bilingual English/Spanish for a fully remote role. You will handle member inquiries via phone, email, and digital channels, guiding them to the appropriate financial coaching resources and scheduling appointments.

The position emphasizes high-volume, accurate data entry, exceptional customer service, and cross-team collaboration with coaches and internal staff to ensure a seamless member experience.

Qualifications

• High school diploma or equivalent.
• Minimum 2 years in customer service or call center.
• Fluent in English and Spanish, both written and verbal.
• Comfortable remote phone interactions.
• Experience with CRM, scheduling, or contact center software.
• Associate's or bachelor's degree in business, communications, finance, or related field.

Responsibilities

• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain available services, and help them understand what to expect.
• Ask appropriate questions and actively listen to identify needs.
• Connect members with the appropriate coach, service, or resource.
• Schedule, reschedule, and manage coaching appointments per processes and standards.
• Support callback and call-queue processes for timely assistance.
• Assist members with registration, access, scheduling, and general questions.
• Coordinate with coaches and internal teams for smooth handoffs.
• Resolve routine questions and issues, escalating when needed.
• Protect member privacy and comply with policies.
• Meet contact center performance expectations (availability, quality, accuracy, attendance).
• Participate in training, coaching, and quality-improvement initiatives.

Skills

Bilingual EN/ES

Customer service

Communication

Data entry

Remote work

CRM software

Scheduling

Education

Associate degree

Bachelor's degree

Business/finance

Tools

CRM software

Scheduling tools

Phone/email systems

Job description

My Secure Advantage is hiring a Customer Support Specialist – Bilingual English/Spanish for a fully remote role. You will handle member inquiries via phone, email, and digital channels, guiding them to the appropriate financial coaching resources and scheduling appointments.

The position emphasizes high-volume, accurate data entry, exceptional customer service, and cross-team collaboration with coaches and internal staff to ensure a seamless member experience.