Remote Bilingual Financial Success Coordinator (EN/ES)

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

Job summary

My Secure Advantage in the United States is seeking a Customer Support Specialist who is fluent in English and Spanish to deliver a welcoming and efficient member experience. This 100% remote role handles inbound/outbound calls, emails, and other channels to connect members with financial coaching and resources.

The Financial Success Coordinator ensures accurate documentation, uses CRM and scheduling tools, and collaborates with coaches and teams to meet service goals in a high-volume

Qualifications

• Minimum 2 years in customer service or call center roles.
• Fluent in English and Spanish, written and verbal.
• Experience with CRM and scheduling systems.
• Able to work remotely and independently.

Responsibilities

• Serve as primary contact for members via calls, email, and chat.
• Assess needs and connect members to coaches or resources.
• Schedule, reschedule, and manage coaching appointments.
• Maintain accurate documentation and data entry.
• Protect member privacy and follow policies.

Skills

Bilingual EN/ES

Customer service

Remote work

CRM experience

Education

Bachelor's or Associate degree

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage in the United States is seeking a Customer Support Specialist who is fluent in English and Spanish to deliver a welcoming and efficient member experience. This 100% remote role handles inbound/outbound calls, emails, and other channels to connect members with financial coaching and resources.

The Financial Success Coordinator ensures accurate documentation, uses CRM and scheduling tools, and collaborates with coaches and teams to meet service goals in a high-volume