LogoFresh Jobs Ahead
My Secure Advantage®
My Secure Advantage®
51 – 200 Xodimlar
B2BHR texnologiyalariMoliya
My Secure Advantage® (MSA) is a financial well-being company that helps employers and partner organizations provide money coaching and financial education to their people. Its offering combines one-on-one support from Money Coaches with self-directed digital tools, including AI-enabled resources, and live learning designed to help people build practical money habits. MSA focuses on behavior change and measurable outcomes, and says it does not sell financial products or user data. The company works across finance, HR technology, and business-to-business services to deliver these programs at scale.
LinkedIn
Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariALAlabamaAZArizonaCAKaliforniyaFLFloridaIDAydahoILIllinoysKSKanzasMAMassachusetsMIMichiganMNMinnesotaMOMissuriNENebraskaNVNevadaNJNyu-JersiNYNyu-YorkNCShimoliy KarolinaOHOgayoOKOklaxomaSCJanubiy KarolinaTNTennessiTXTexasUTYutaVAVirjiniya
18 $ / soat
MasofaviyTo‘liq stavkaJuniorO‘rta darajaDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: ispanchaMijozlarni qo‘llab-quvvatlash

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

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