Remote Bilingual Financial Support Specialist

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

Job summary

My Secure Advantage is seeking a Remote Customer Support Specialist (Bilingual English/Spanish) to join its Financial Coaching team. You will be the first point of contact for members seeking financial coaching and support, providing a welcoming, efficient experience.

You will connect members with the appropriate coach or resource, schedule appointments, document interactions accurately, and maintain high privacy standards while meeting call center performance metrics.

Qualifications

• Must be fluent in English and Spanish, written and spoken.
• Experience in customer service or call center roles is required.
• Comfortable using CRM, scheduling and contact center software.

Responsibilities

• Serve as primary contact for members via phone, email and other channels.
• Help members understand services and connect them with the right coach or resource.
• Schedule, reschedule, and manage coaching appointments per processes.
• Respond to emails and messages, maintaining high service levels.
• Coordinate with coaches and internal teams for seamless handoffs.
• Protect member privacy and meet performance expectations.

Skills

Bilingual English/Spanish

Customer service

CRM experience

Data entry

Remote work

Education

Associate's or Bachelor's degree in business/communications/finance

Tools

CRM

Scheduling tools

Contact center software

Job description

My Secure Advantage is seeking a Remote Customer Support Specialist (Bilingual English/Spanish) to join its Financial Coaching team. You will be the first point of contact for members seeking financial coaching and support, providing a welcoming, efficient experience.

You will connect members with the appropriate coach or resource, schedule appointments, document interactions accurately, and maintain high privacy standards while meeting call center performance metrics.