
51 - 200 employees
Founded 1986
💸 Finance
👥 HR Tech
🤝 B2B
Finance • HR Tech • B2B
My Secure Advantage® is a financial well-being company that provides clinically-informed money coaching, self-directed digital tools (including AI-enabled resources), and live financial education tailored primarily as an employer-sponsored benefit. Founded to improve individual economic stability, MSA emphasizes behavior-change coaching (one-on-one Money Coaches), zero product sales or data selling, and measurable outcomes; it serves employers and partner organizations (trusted by a large share of Fortune 100/500 companies) to deliver financial literacy and coaching at scale.
🔥 0 minutes ago
🏈 Alabama, Arizona, +21 more states – Remote
💵 $18 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
🚫👨🎓 No degree required
👻 Ghost score 11%
🗣️🇪🇸 Spanish Required
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51 - 200 employees
Founded 1986
💸 Finance
👥 HR Tech
🤝 B2B
Finance • HR Tech • B2B
My Secure Advantage® is a financial well-being company that provides clinically-informed money coaching, self-directed digital tools (including AI-enabled resources), and live financial education tailored primarily as an employer-sponsored benefit. Founded to improve individual economic stability, MSA emphasizes behavior-change coaching (one-on-one Money Coaches), zero product sales or data selling, and measurable outcomes; it serves employers and partner organizations (trusted by a large share of Fortune 100/500 companies) to deliver financial literacy and coaching at scale.
• 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 general service questions • Maintain accurate member records, call notes, appointment information, and documentation • Coordinate with financial coaches and internal teams for effective member 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 service • Participate in training, coaching, team meetings, and quality-improvement initiatives
• 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 • Strong customer-service orientation, 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 • Comfortable using CRM, scheduling, phone, email, and contact center technology • Ability to learn new systems, processes, and procedures quickly • Ability to work independently in a remote environment • Ability to appropriately handle confidential and sensitive member information
• Meaningful work supporting members seeking financial support • Mission-driven organization focused on financial confidence • Opportunities for growth and advancement • Fully remote position
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