Provides bilingual English/Spanish member support through high-volume inbound and outbound calls, email, and digital channels. Welcomes members, explains services, identifies needs, schedules financial coaching appointments, connects members with appropriate resources, resolves routine issues, documents interactions accurately, and coordinates handoffs with financial coaches. The role requires strong communication, empathy, attention to detail, confidentiality, productivity, and effective use of multiple contact center systems in a fully remote environment.

Delivers virtual and in-person financial wellness presentations on budgeting, credit, debt, retirement, and investments. Engages audiences to drive coaching-session bookings and other measurable next steps, represents MSA at client events, tracks conversion and satisfaction metrics, collaborates on content improvements, and stays current on financial wellness trends. The role includes mentorship and a growth path to Financial Wellness Specialist.

Provides bilingual English/Spanish customer support for members seeking financial coaching. Handles high-volume inbound and outbound calls, emails, scheduling, registrations, service questions, follow-ups, documentation, and member referrals. Maintains accurate records, protects confidential information, resolves routine issues, escalates when necessary, and meets contact center performance and quality standards in a fully remote environment.