My Secure Advantage® · 5 months ago
Financial Success Coordinator
United States
Full-time
Remote
Entry Level
$18/hr - $18/hr
2+ years expMy Secure Advantage® is the national leader in financial well-being services, dedicated to empowering individuals to take charge of their financial future. The Financial Success Coordinator (FSC) plays a crucial role in helping members identify financial concerns, guiding them to resources, and scheduling consultations with licensed financial counselors.
FinanceFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Help members identify the most pressing financial concerns
Explore best resources & services
Quickly and accurately capture key information
Schedule member consultations with our licensed financial counselors
Qualification
Required
You can put new callers at ease over the phone
You excel at simplifying concepts like eligibility and benefits
You can lead others to voice their most pressing concerns
You are skilled at navigating calendar scheduling
You quickly and accurately capture key data
You are fluent in English and Spanish
2-year college degree or equivalent work experience
2+ years in customer service or a call center
A passion for assisting people in need; flexible, empathetic, and an excellent team worker with the ability to de-escalate difficult situations
Previous military experience or experience supporting military service members
Excellent verbal and written communication skills including documentation and reporting
Ability to multitask and adapt to changing priorities
Excellent computer skills
Typing ability of 35 - 40 wpm at minimum
Due to the nature of the contract we are hiring for, U.S. Citizenship is required for this specific role
Flexible and available to work a 5-days a week, varied schedule, from Monday to Saturday between 4:00 am and 7:00 pm PT - Saturday availability may be reduced and rotating
Benefits
Free access to our transformational MSA Financial Coaching
Bonus opportunities available
Medical, Dental, Vision, Life, 401(k) benefits
Paid Vacation and Sick time
Career development and internal promotion paths
Thriving and supportive remote work culture
Company
My Secure Advantage®
For more than 35 years, My Secure Advantage (MSA) has stood as a leader in financial well-being, empowering employers and employees nationwide with solutions that finally aren’t one-size-fits-all.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Barron
CEO
Company data provided by crunchbase