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.

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JOB OVERVIEW

Experience level

Junior

Location

New York, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Other Individual and Family Services

Posted

6 days ago

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