Financial Success Coordinator

Financial Success Coordinator

My Secure Advantage 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

We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of support team members, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families. Being part of MSA's mission gives you an opportunity to showcase your talents and create something truly meaningful.

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 consultations with our licensed financial counselors. FSCs have the unique ability to show empathy in difficulty, inspire confidence inSA's solutions, and set an expectation for the fulfilling relationship ahead.

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?

• 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 (preferred)

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; flexible, empathetic, and an excellent team worker with the ability to de‑escalate difficult situations
• Previous military experience or experience supporting military service members a plus
• 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.

• A 100% remote, work‑from‑home opportunity
• Pay starting at $18/hr
• 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

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.