Remote Bilingual Financial Success Specialist

Posted 6 days ago

my secure advantageNew York (NY)

Securities, Commodities, and Financial Services Sales Agents Other Individual and Family Services

SENIORITY

Junior

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About the role

My Secure Advantage is seeking a Financial Success Coordinator II - Bilingual for a fully remote role across the U.S. You will manage inbound/outbound calls, emails, and scheduling, guiding members to the right financial coaching resources and maintaining precise records. Required are a high school diploma and 2+ years in customer service, with fluency in English and Spanish. This fast-paced, remote position emphasizes accuracy, efficiency, and compassionate, member-focused service.

Before you apply

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Your profile is current

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Two examples you can talk through

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.