Financial Success Coordinator II – Bilingual
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Job Description
Financial Success Coordinator connecting U.S. members with financial coaches at My Secure Advantage. Managing calls, intake, matching, scheduling, follow-through, records, and program reports.
Responsibilities:
- Serve as a primary point of contact in a high-volume contact center environment
- Answer inbound calls, make outbound calls, and respond to member emails and messages
- Welcome new members, set clear expectations, and provide coaches with member context
- Match members with financial coaches based on goals, life stage, and financial concerns
- Schedule coaching sessions while balancing coach capacity and member demand
- Re-engage members after lapses and reduce no-shows and drop-off
- Coordinate handoffs among members, coaches, Education, Retention, and other teams
- Maintain accurate member records, session notes, and engagement data
- Prepare reports showing program performance to leadership
Requirements:
- 2+ years in a coordination, customer success, scheduling, or member services role
- Fluent in English and Spanish, spoken and written
- Exceptional organization and follow-through
- Warm, clear communication across phone, email, and chat
- Comfort handling high volumes of inbound and outbound calls, emails, and messages while maintaining quality and accuracy
- Comfort using CRM, scheduling, and reporting tools
- Accurate data-entry habits and ability to learn new systems quickly
- Genuine service orientation and patience
- High school diploma required
- Nice to have: experience in a contact center, call center, customer service, or other high-volume, member-facing environment
- Nice to have: associate's or bachelor's degree in business, communications, finance, or a related field
- Nice to have: experience in financial services, wellness, healthcare, or another mission-driven setting
Benefits:
- Fully remote role
- Remote flexibility with a schedule built around getting the work done and taking care of members
- Room to grow with real tiers and career paths
- Mission-driven work supporting financial wellbeing
- Equal opportunity and inclusive work environment
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