Financial Success Coordinator II – Bilingual

My Secure Advantage®

. Handle a high volume of inbound and outbound member calls .

Posted 9/30/2026full-timeRemote • United StatesJuniorMid-Level💰 $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on member engagement and support, while effectively managing high volumes of communication across various channels. Proficient in maintaining accurate records and coordinating with internal teams to enhance service delivery.

Highest-signal resume keywords

Customer Service ExperienceFluent In English And SpanishCRM ProficiencyAppointment SchedulingAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryCall Center OperationsEmail CommunicationAppointment ManagementFinancial Coaching Services

Soft Skills

Verbal CommunicationActive ListeningOrganizational SkillsEmpathyProfessionalism

Tools & Technologies

CRM SoftwareContact Center TechnologyScheduling ApplicationsEmail PlatformsPhone Systems

Industry Keywords

Member ServicesCustomer SuccessCall CenterConfidentialityHigh Volume Communication

About the role

Key responsibilities & impact

Handle a high volume of inbound and outbound member calls
Respond to member emails, messages, and service requests
Welcome new members and explain available financial coaching services
Identify members' financial needs, goals, and reasons for contacting MSA
Connect members with appropriate financial coaches, services, or resources
Schedule, reschedule, and manage coaching appointments
Support callback and call-queue processes
Conduct outbound follow-up and engagement calls
Assist with registration, access, scheduling, and questions about MSA services and digital resources
Maintain accurate member records, call notes, appointment information, and documentation
Coordinate with financial coaches and internal teams to ensure effective handoffs
Resolve routine member questions and service issues, escalating when appropriate
Protect member privacy and confidentiality
Meet contact center expectations for availability, productivity, quality, accuracy, attendance, and member service
Participate in training, coaching, team meetings, and quality-improvement initiatives

Requirements

What you’ll need

High school diploma or equivalent
Minimum of 2 years of experience in customer service, member services, call center/contact center, scheduling, customer success, or a related role
Fluent in English and Spanish, both written and verbal
Strong verbal communication and active-listening skills
Ability to manage a high volume of inbound and outbound calls, emails, and messages while maintaining professionalism and accuracy
Strong customer-service orientation with patience, empathy, and professionalism
Excellent organizational, time-management, and follow-through skills
Strong attention to detail and accurate data-entry skills
Ability to navigate multiple systems and applications while communicating with members
Comfortable using CRM, scheduling, phone, email, and other contact center technology
Ability to learn new systems, processes, and procedures quickly
Ability to work independently in a remote environment while remaining engaged and accountable to the team
Ability to appropriately handle confidential and sensitive member information
Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, KS, MA, MN, MO, NC, NY, OK, SC, TN, TX, or VA

Benefits

Comp & perks

Fully remote position
Opportunities for growth and advancement within the organization
Ongoing training, coaching, team meetings, and quality-improvement initiatives
Meaningful work supporting members' financial wellbeing
Mission-driven organization
Inclusive work environment
Equal opportunity employer