Remote Bilingual Financial Support Specialist

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

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a bilingual Customer Support Specialist to serve as a Financial Success Coordinator, handling member inquiries via phone, email, and other channels.

You will connect members with financial coaches, schedule appointments, and maintain accurate records in a fast-paced remote environment. This role requires 2+ years in customer service and fluency in English and Spanish.

Qualifications

• High school diploma or equivalent required.
• 2+ years in customer service or call-center roles.
• Bilingual English/Spanish required (written and verbal).
• Strong communication, listening, and documentation skills.

Responsibilities

• Handle high volume inbound/outbound member calls.
• Respond to emails and service requests.
• Explain services and connect members to coaches or resources.
• Schedule and manage coaching appointments.
• Maintain accurate member records and documentation.

Skills

Bilingual English/Spanish

Verbal communication

Active listening

Customer-service orientation

Data entry

CRM experience

Education

High school diploma or equivalent

Associate's or Bachelor's degree (business/communications/finance)

Tools

CRM systems

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a bilingual Customer Support Specialist to serve as a Financial Success Coordinator, handling member inquiries via phone, email, and other channels.

You will connect members with financial coaches, schedule appointments, and maintain accurate records in a fast-paced remote environment. This role requires 2+ years in customer service and fluency in English and Spanish.