Bilingual Financial Success Coordinator

Posted 2 days ago

virtual vocationsNew York (NY)

Fitness and Wellness Coordinators Other Individual and Family Services

SENIORITY

Mid

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About the role

Providing a welcoming and efficient experience for members, the full-time hourly Bilingual Financial Success Coordinator will manage inbound and outbound communications, connect members with financial coaching resources, and maintain accurate member records in a remote setting.

Key responsibilities: Handle high volumes of inbound and outbound member calls and emails professionally Connect members with appropriate financial coaches and resources based on their needs Maintain accurate documentation of member interactions and manage appointment scheduling

Required qualifications: High school diploma or equivalent Minimum of 2 years of experience in customer service or a related role Fluent in English and Spanish, both written and verbal Strong organizational and time-management skills Ability to work independently in a remote environment while managing high call volumes

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