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My Secure Advantage®
My Secure Advantage®
51 – 200 Angajați
B2BFinanțeTehnologie HR
My Secure Advantage® (MSA) este o companie axată pe bunăstarea financiară, care îi ajută pe angajatori și pe organizațiile partenere să le ofere oamenilor lor coaching financiar și educație financiară. Oferta sa combină sprijinul individual oferit de coachi financiari cu instrumente digitale pentru învățare în ritm propriu, inclusiv resurse bazate pe inteligență artificială, și sesiuni de învățare live, menite să-i ajute pe oameni să-și formeze obiceiuri financiare practice. MSA pune accentul pe schimbarea comportamentului și pe rezultate măsurabile și declară că nu vinde produse financiare sau datele utilizatorilor. Compania activează în domeniile finanțelor, tehnologiei pentru resurse umane și serviciilor business-to-business, pentru a furniza aceste programe la scară largă.
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Bilingual English-Spanish Customer Support Specialist

Support members by phone and email, schedule financial coaching, and connect people with relevant coaches and resources. My Secure Advantage provides financial coaching and digital tools to help people build financial confidence.

USStatele Unite ale AmericiiALAlabamaAZArizonaCACaliforniaFLFloridaIDIdahoILIllinoisKSKansasMAMassachusettsMIMichiganMNMinnesotaMOMissouriNENebraskaNVNevadaNJNew JerseyNYNew YorkNCCarolina de NordOHOhioOKOklahomaSCCarolina de SudTNTennesseeTXTexasUTUtahVAVirginia
18 $ / oră
RemoteNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăLimbă Obligatorie: spaniolăAsistență clienți

Descriere

  • Manage a high volume of incoming and outgoing member calls.
  • Reply to member emails, messages, and service requests.
  • Welcome new members and introduce the financial coaching services available.
  • Understand members’ financial needs, goals, and reasons for contacting MSA.
  • Refer members to suitable financial coaches, services, and resources.
  • Schedule, change, and manage financial coaching appointments.
  • Support callback requests and call queue operations.
  • Make follow-up and engagement calls to members.
  • Help members with registration, account access, scheduling, and general service questions.
  • Keep member records, call notes, appointment details, and documentation accurate.
  • Coordinate member handoffs with financial coaches and internal teams.
  • Address routine questions and service problems, escalating issues when needed.
  • Safeguard member privacy and confidential information.
  • Meet contact center standards for availability, productivity, quality, accuracy, attendance, and service.
  • Take part in training, coaching, team meetings, and quality improvement efforts.

Cerințe

  • High school diploma or equivalent.
  • At least two years of experience in customer service, member services, a call or contact center, scheduling, customer success, or a related role.
  • Fluent spoken and written English and Spanish.
  • Strong verbal communication and active listening skills.
  • Ability to handle a high volume of calls, emails, and messages, both incoming and outgoing.
  • Customer focused, patient, empathetic, and professional approach.
  • Excellent organization, time management, and follow-through.
  • Careful attention to detail and accurate data entry.
  • Ability to work across multiple systems and applications.
  • Comfort using CRM, scheduling, phone, email, and contact center tools.
  • Ability to learn systems, processes, and procedures quickly.
  • Ability to work independently in a remote setting.
  • Ability to handle confidential and sensitive member information appropriately.

Beneficii

  • Meaningful work helping members seeking financial support.
  • A mission-driven organization focused on financial confidence.
  • Opportunities to grow and advance.
  • Fully remote position.