Remote Financial Success Coordinator - Bilingual EN/ES

My Secure Advantage; Alton (IL); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a Financial Success Coordinator who is fluent in English and Spanish to support members remotely across the United States. The role involves inbound and outbound calls, emails, and other communications to connect members with financial coaching and resources.

The coordinator will document interactions, schedule appointments, and ensure a seamless member experience while maintaining privacy and service standards in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• 2+ years in customer service or call center roles preferred.
• Fluent in English and Spanish, written and verbal.

Responsibilities

• Handle a high volume of inbound and outbound member calls in a professional manner.
• Respond to member emails and messages throughout the workday.
• Explain available services and guide members through the coaching process.

Skills

Bilingual English/Spanish

Customer Service

Communication Skills

Phone Handling

Education

High school diploma or equivalent

Tools

CRM

Scheduling software

Contact center software

Job description

My Secure Advantage is seeking a Financial Success Coordinator who is fluent in English and Spanish to support members remotely across the United States. The role involves inbound and outbound calls, emails, and other communications to connect members with financial coaching and resources.

The coordinator will document interactions, schedule appointments, and ensure a seamless member experience while maintaining privacy and service standards in a fast-paced environment.