Remote Bilingual Financial Success Coordinator II

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

Job summary

My Secure Advantage seeks a Financial Success Coordinator (Bilingual English/Spanish) for a 100% remote role serving members seeking financial coaching. You will handle inbound and outbound calls, emails, and other channels, guiding members to the right services and coaches.

You will schedule appointments, provide ongoing support, and maintain accurate records while delivering a high-volume, high-quality member experience. Strong communication and privacy discipline are essential.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years in customer service or call center roles.
• Fluent in English and Spanish, both written and verbal.
• Ability to work remotely and manage time effectively.

Responsibilities

• Handle high-volume inbound and outbound member calls.
• Respond to emails, messages, and service requests.
• Schedule and manage coaching appointments.
• Maintain accurate member records and documentation.
• Assist members with registration and access to resources.

Skills

Bilingual English/Spanish

Inbound/Outbound calls

CRM systems

Scheduling tools

Education

High school diploma or equivalent

Tools

CRM software

Scheduling software

Phone & email channels

Job description

My Secure Advantage seeks a Financial Success Coordinator (Bilingual English/Spanish) for a 100% remote role serving members seeking financial coaching. You will handle inbound and outbound calls, emails, and other channels, guiding members to the right services and coaches.

You will schedule appointments, provide ongoing support, and maintain accurate records while delivering a high-volume, high-quality member experience. Strong communication and privacy discipline are essential.