GreenPath Financial Wellness is hiring a Client Success Specialist to join our mission-driven team. In this role, you will be the heart of our mission, directly supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. You'll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key.
What You'll Do
- Provide top-tier support via phone to clients on our Debt Management Program.
- Take back-to-back calls in a dynamic call center environment.
- Support client accounts and ensure seamless account management.
- Manage proposals, payments, deposits, and creditor communications.
- Proactively review client accounts to identify and resolve issues.
- Maintain accurate records and ensure compliance with state regulations.
- Collaborate across departments to ensure a seamless client experience.
- Encourage and motivate clients throughout their financial journey.
What We're Looking For
- 2–3 years of customer service experience, with a call center background preferred.
- A strong sense of professionalism essential for supporting clients through sensitive financial situations.
- Strong communication skills—empathetic, professional, and clear.
- Tech-savvy with experience in Windows-based systems and CRM tools.
- Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.
Nice to Have
- Associate’s degree preferred; a Bachelor’s degree may substitute for experience.
- Bilingual proficiency in English and Spanish is a plus.
Technical Stack
- Windows-based systems
- CRM tools
Work Mode
This is a fully remote position.
GreenPath Financial Wellness is an equal opportunity employer.
