Remote Financial Success Coordinator (Bilingual)

My Secure Advantage is seeking a Financial Success Coordinator to join a 100% remote customer support team in the United States. You will act as a primary contact for members via phone, email, and other channels, guiding them to financial coaching resources and scheduling appointments when needed.

The role requires handling a high-volume workflow with accuracy and confidentiality, collaborating with coaches and internal teams to ensure seamless member experiences and timely follow-ups.