Remote Financial Success Coordinator — Bilingual EN/ES

My Secure Advantage; Minneota (MN); Remote; USD 20,000 - 29,000; Full time

Benefits offered by this job

Remote work

Job summary

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to serve members through phone, email, and other channels in a remote, high-volume contact center. In this bilingual role, you will help members understand services, connect them with coaches, schedule appointments, and maintain accurate records while upholding privacy and quality standards.

Comfort with scheduling, CRM tools, and a proactive, empathetic approach will help you deliver a consistent,

Qualifications

• High school diploma or equivalent.
• 2+ years in customer service or related role.
• Bilingual in English and Spanish; written and verbal.
• Strong verbal communication and active listening.
• Comfortable with high-volume calls and remote work.

Responsibilities

• Handle high-volume inbound and outbound member calls professionally.
• Respond to emails, messages, and service requests.
• Schedule and manage coaching appointments per established processes.
• Document member interactions accurately in the system.
• Coordinate with coaches to ensure smooth handoffs and continuity of service.
• Protect member privacy and follow policies.

Skills

Bilingual English/Spanish

Active listening

Verbal communication

Data entry

Remote work

Education

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Tools

CRM software

Scheduling software

Contact center technology

Job description

My Secure Advantage is seeking a Customer Support Specialist (Financial Success Coordinator) to serve members through phone, email, and other channels in a remote, high-volume contact center. In this bilingual role, you will help members understand services, connect them with coaches, schedule appointments, and maintain accurate records while upholding privacy and quality standards.

Comfort with scheduling, CRM tools, and a proactive, empathetic approach will help you deliver a consistent,