Remote Bilingual Financial Support Specialist

My Secure Advantage; New Jersey; Remoto; USD 22.000 - 29.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work

Descrizione del lavoro

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to assist members seeking financial coaching. This high-volume remote role requires bilingual English/Spanish communication, empathy, and strong documentation skills.

You will handle calls, emails, scheduling, and member onboarding, connect members with the right coach, and maintain accurate records while upholding privacy and service standards.

Competenze

• High school diploma or equivalent.
• 2 years of experience in customer service or related roles.
• Fluent in English and Spanish, written and verbal.
• Strong communication, listening, and organizational skills.
• Experience with CRM, scheduling, and remote communication tools.
• Ability to work independently in a remote environment.

Mansioni

• Handle inbound and outbound member calls professionally.
• Respond to emails, messages, and service requests.
• Welcome new members and explain available services.
• Schedule and manage coaching appointments.
• Maintain accurate member records and notes.
• Coordinate with coaches to ensure smooth handoffs.
• Protect member privacy and follow policies.

Conoscenze

Bilingual English/Spanish

Descrizione del lavoro

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to assist members seeking financial coaching. This high-volume remote role requires bilingual English/Spanish communication, empathy, and strong documentation skills.

You will handle calls, emails, scheduling, and member onboarding, connect members with the right coach, and maintain accurate records while upholding privacy and service standards.