my secure advantageNew York, NY
Remote Bilingual Financial Success Specialist
Remote Bilingual Financial Success Specialist
Remote Bilingual Financial Success Specialist
my secure advantageNew York, NY
6 days ago
Securities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherPersonal Financial Advisors
Other Individual and Family ServicesMiscellaneous IntermediationInternational, Secondary Market, and All Other Nondepository Credit Intermediation
Apply for this 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.
Also on the board Same function, level within a rung
Level
Junior
Location
New York, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Other Individual and Family Services
Posted
6 days ago