Remote Bilingual Financial Success Specialist

My Secure Advantage; United States; Remote; USD 23,000 - 26,000; Full time

Job summary

My Secure Advantage is seeking a Financial Success Coordinator II - Bilingual for a fully remote role across the U.S. You will manage inbound/outbound calls, emails, and scheduling, guiding members to the right financial coaching resources and maintaining precise records.

Required are a high school diploma and 2+ years in customer service, with fluency in English and Spanish. This fast-paced, remote position emphasizes accuracy, efficiency, and compassionate, member-focused service.

Qualifications

• 2+ years of experience in customer service or call center roles.
• Fluent in English and Spanish (written and verbal).
• Strong communication and listening skills.
• Experience with CRM, scheduling, and multi-channel member interactions.

Responsibilities

• Handle a high volume of inbound and outbound member calls professionally.
• Respond to member emails and messages throughout the day.
• Welcome new members and explain available services.
• Schedule and manage coaching appointments per processes and standards.
• Maintain accurate member records and documentation.
• Coordinate with coaches and internal teams to ensure seamless handoffs.

Skills

Bilingual English/Spanish

Customer service

Active listening

Verbal communication

Education

High school diploma or equivalent

Tools

CRM software

Scheduling software

Phone system

Job description

My Secure Advantage is seeking a Financial Success Coordinator II - Bilingual for a fully remote role across the U.S. You will manage inbound/outbound calls, emails, and scheduling, guiding members to the right financial coaching resources and maintaining precise records.

Required are a high school diploma and 2+ years in customer service, with fluency in English and Spanish. This fast-paced, remote position emphasizes accuracy, efficiency, and compassionate, member-focused service.