Remote Bilingual Financial Support Specialist (EN/ES)

My Secure Advantage; California; 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 assist members seeking financial coaching. You will handle inbound/outbound calls, emails, and digital messages, guiding members to the right resources and scheduling coaching sessions.

This fully remote role requires strong communication, attention to detail, and the ability to manage high-volume interactions while protecting member privacy and documenting interactions accurately.

Qualifications

• Fluent in English and Spanish, written and spoken.
• 2+ years in customer service or call-center roles.
• Ability to work remotely with minimal supervision.
• Experience with CRM and scheduling tools.

Responsibilities

• Handle inbound/outbound calls, emails, and messages as primary contact for members.
• Identify member needs and connect them with appropriate coaches or resources.
• Schedule, reschedule, and manage coaching sessions per established processes.
• Maintain accurate documentation and protect member privacy.

Skills

Fluent English

Fluent Spanish

Customer service

Data entry

Education

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

Tools

CRM software

Scheduling software

Job description

My Secure Advantage is seeking a bilingual Customer Support Specialist to assist members seeking financial coaching. You will handle inbound/outbound calls, emails, and digital messages, guiding members to the right resources and scheduling coaching sessions.

This fully remote role requires strong communication, attention to detail, and the ability to manage high-volume interactions while protecting member privacy and documenting interactions accurately.