Remote Bilingual Financial Wellness Coordinator

My Secure Advantage; Milton (MA); Remoto; USD 20.000 - 29.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work

Descrizione del lavoro

My Secure Advantage is seeking a Financial Success Coordinator to serve members seeking financial coaching via phone, email, and digital channels. The role focuses on delivering a welcoming, efficient experience in a high-volume remote contact center and coordinating with financial coaches to connect members with the right services.

You will welcome new members, gather information about needs, schedule appointments, and maintain accurate records while protecting privacy.

Competenze

• High school diploma or equivalent required.
• Minimum of 2 years of experience in customer service or related roles.
• Fluent in English and Spanish, both written and verbal.
• Strong customer-service orientation with patience, empathy, and professionalism.
• Ability to work remotely and independently.
• Experience with CRM, scheduling, or contact center software.
• Experience in financial services, employee benefits, healthcare, wellness, or similar environments.
• Associate's or bachelor's degree in business, communications, finance, or a related field.

Mansioni

• Serve as a primary point of contact for members through inbound and outbound calls, email, and other channels.
• Welcome new members, explain services, and set expectations for the coaching experience.
• Ask questions and listen to understand members' financial needs, goals, and reasons for contacting MSA.
• Connect members with the appropriate financial coach, service, or resource.
• Schedule, reschedule, and manage coaching appointments per established processes and standards.
• Support callback and call-queue processes for timely assistance.
• Assist members with registration, access, scheduling, and questions about MSA services and digital resources.
• Coordinate with coaches and internal teams to ensure effective handoffs and continuity of service.
• Protect member privacy and follow company policies and procedures.
• Meet contact center expectations for availability, productivity, quality, accuracy, attendance, and service.
• Participate in training, coaching, team meetings, and quality-improvement initiatives.

Conoscenze

Bilingual English/Spanish

Customer service

Communication skills

Data entry

Remote work autonomy

Formazione

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

Strumenti

CRM systems

Scheduling software

Contact center software

Descrizione del lavoro

My Secure Advantage is seeking a Financial Success Coordinator to serve members seeking financial coaching via phone, email, and digital channels. The role focuses on delivering a welcoming, efficient experience in a high-volume remote contact center and coordinating with financial coaches to connect members with the right services.

You will welcome new members, gather information about needs, schedule appointments, and maintain accurate records while protecting privacy.