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Financial Success Coordinator (FSC)

extra holidays - extra parental leave
Remote: 
Full Remote
Salary: 
11 - 35K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

My Secure Advantage logo
My Secure Advantage Financial Services SME https://www.mysecureadvantage.com/
51 - 200 Employees
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Job description

My Secure Advantage

We exist to equip and empower people to take charge of their financial future.

  • Bilingual candidates fluent in English & Spanish strongly preferred

About Us

MSA is the national leader in financial well-being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. On average we see our members:

  • Crush $4,928 in debt
  • Boost credit scores by 54pts
  • Add $6,328 in emergency savings accounts
  • Swell retirement savings by more than 4.4% per year
  • Rescue $890 in monthly discretionary income

About The Role

We’re searching for representatives to play a critical first impressions role in our stress-erasing process! As a Financial Success Coordinator (FSC) you will help members identify the most pressing financial concerns, explore best resources & services, quickly and accurately capture key information, and schedule member consults with our licensed financial coaches. FSCs have the unique ability to show empathy in difficulty, inspire confidence in MSA’s solutions, and set an expectation for the fulfilling relationship ahead. We are hoping you can also speak fluent Spanish!

We think you’ll love being a member of our diverse and inclusive FSC team. We love to laugh! We give grace for mistakes. We comfort when others hurt and encourage in tough times. We hold each other accountable for aiming high. We think differences are divine and smiles are in style! We are people of integrity who thrive on teamwork. We recognize core strengths and set each other up for success. We celebrate career development and encourage everyone to reach their full potential.

So - think you might be ready to empower someone to take charge of their financial future?

Being part of MSA’s mission gives you an opportunity to showcase your talents and create something truly meaningful. Join us, and help make a lasting impact on the financial futures of millions of employees across the nation.

What You Bring To The Table

  • 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

We’d Love It If You Have The Following

  • 2-year college degree or equivalent work experience
  • 2+ years in customer service or a call center
  • A passion for assisting people in need
  • Excellent verbal and written communication skills
  • Ability to multitask and adapt to changing priorities
  • Typing ability of 30wpm at minimum

Here’s What We Offer Our Team Members

  • Free access to our transformational MSA Financial Coaching
  • Bonus opportunities – both individual and team
  • Medical, Dental, Vision, Life, 401(k) benefits
  • Career development and internal promotion paths
  • Fun, team-oriented work culture - build genuine connections with peers and the encouraging leader team.
  • Pay starting at $18/hr
  • Hybrid or remote work arrangements are available

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Additional Acknowledgments And Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

  • Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
  • I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
  • I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.
  • I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check.
  • I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.

The Pay Range For This Role Is

18 - 18 USD per hour(Remote)

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Communication
  • Adaptability
  • Multitasking
  • Teamwork
  • Empathy

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