Financial Success Coordinator II - Bilingual

Financial Success Coordinator – Bilingual English/Spanish Department: Financial Coaching

Location: Remote (U.Reports to: Manager, Financial Coaching)

Compensation: $18 per hour

My Secure Advantage (MSA) is a financial wellbeing company with more than 25 years of experience helping people move from financially concerned to financially confident. We partner with employers and other organizations to provide financial coaching, education, and digital resources to the people they serve.

The Financial Success Coordinator (FSC) is a member-facing contact center position responsible for providing a welcoming, efficient, and professional experience for members seeking financial coaching and support.

• As a Financial Success Coordinator, you will serve as a primary point of contact for members through inbound and outbound phone calls, email, and other communication channels.
• Respond to member emails, messages, and service requests throughout the workday.
• Welcome new members, explain available services, and help them understand what to expect from the financial coaching experience.
• Ask appropriate questions and actively listen to understand the member's financial needs, goals, and reason for contacting MSA.
• Connect members with the appropriate financial coach, service, or resource based on their needs.
• Schedule, reschedule, and manage coaching appointments in accordance with established processes and service standards.
• Support callback and call-queue processes to help members receive timely assistance.
• Assist members with registration, access, scheduling, and general questions regarding MSA services and digital resources.
• Coordinate with financial coaches and internal teams to ensure effective member handoffs and continuity of service.
• Protect member privacy and confidentiality and follow all applicable company policies and procedures.
• Meet established contact center expectations for availability, productivity, quality, accuracy, attendance, and member service.
• Participate in ongoing training, coaching, team meetings, and quality‑improvement initiatives.

• High school diploma or equivalent.
• Minimum of 2 years of experience in customer service, member services, call center/contact center, scheduling, customer success, or a related role.
• Fluent in English and Spanish , both written and verbal.
• Comfortable spending a significant portion of the workday interacting with members by telephone.
• Strong customer‑service orientation with the ability to demonstrate patience, empathy, and professionalism.
• Strong attention to detail and accurate data‑entry skills.
• Ability to navigate multiple systems and applications while communicating with members.
• Comfortable using CRM, scheduling, phone, email, and other contact center technology.
• Ability to work independently in a remote environment while remaining engaged and accountable to the team.
• Ability to appropriately handle confidential and sensitive member information.
• Experience working with performance expectations such as call quality, productivity, schedule adherence, customer satisfaction, or similar service metrics.
• Experience with CRM, workforce scheduling, or contact center software.
• Associate's or bachelor's degree in business, communications, finance, or a related field.
• Experience in financial services, employee benefits, healthcare, wellness, or another service‑oriented environment.

Successful Financial Success Coordinators provide members with a consistent, welcoming experience while working efficiently in a high‑volume environment. Success in this position also means maintaining accurate documentation, following established processes, meeting contact center performance expectations, and working collaboratively with coaches and other MSA teams to provide a seamless member experience.

You will often be one of the first people a member speaks with when seeking financial support. MSA helps people make wise decisions with money and build greater financial confidence.

The Financial Success Coordinator team provides opportunities to develop customer‑service, operational, and financial‑wellbeing knowledge and advance within the organization.

Remote work. This is a fully remote position designed to support members through phone and digital communication channels.

We celebrate diversity and are committed to creating an inclusive environment for all employees.