Remote Bilingual Financial Wellness Specialist

My Secure Advantage; Alabama; À distance; USD 20 000 - 29 000; Plein temps

Résumé du poste

My Secure Advantage seeks a Customer Support Specialist (Bilingual English/Spanish) for its Financial Coaching department. This fully remote role handles member inquiries via phone, email, and other channels, guiding them to appropriate coaches and resources, and scheduling appointments.

Candidates should have 2+ years in customer service, be fluent in English and Spanish, and proficient with CRM and scheduling tools.

Qualifications

• 2+ years in customer service or call center roles.
• Fluent in English and Spanish, both written and spoken.
• Experience with CRM and scheduling tools.
• Ability to handle high-volume inquiries with professionalism.

Responsabilités

• Serve as primary contact for members via phone, email, and other channels.
• Help members understand services and connect them with coaches or resources.
• Schedule and manage coaching appointments and follow up with members.
• Maintain accurate documentation and protect member privacy.

Connaissances

Bilingual English/Spanish

Phone support

CRM experience

Data entry

Remote work

Call center

Formation

Associate's or Bachelor's degree

Outils

CRM

Scheduling software

Contact center software

Description du poste

My Secure Advantage seeks a Customer Support Specialist (Bilingual English/Spanish) for its Financial Coaching department. This fully remote role handles member inquiries via phone, email, and other channels, guiding them to appropriate coaches and resources, and scheduling appointments.

Candidates should have 2+ years in customer service, be fluent in English and Spanish, and proficient with CRM and scheduling tools.