Client Advocate

greenpath, inc.

5d • $15 - $18 • Remote

About The Position

As a Client Advocate, you’ll be the first point of contact for individuals seeking financial support and guidance through GreenPath’s services. This role is ideal for those who excel in fast‑paced, high‑volume environments and are motivated by helping people take their first steps toward financial wellness.

You’ll engage with prospective clients, provide exceptional customer service, and help connect them to the right financial counseling resources. If you’re someone who is empathetic, patient, and thrives in structured call center settings, this opportunity is a great fit.

Requirements

• Ability to type 40 WPM at 80% accuracy.
• Spanish fluency required. This role requires bilingual proficiency in English and Spanish.
• Strong customer service skills, ideally in a fast‑paced environment. Call center experience preferred but not required.
• Professionalism and empathy when interacting with clients experiencing financial stress.
• Excellent communication skills — clear, courteous, and efficient.
• Ability to follow structured workflows and meet performance expectations.
• U.S. Citizenship (required due to contract requirements).
• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.
• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people

Nice To Haves

• Call center experience preferred but not required.

Responsibilities

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call).
• Deliver excellent customer service and support to potential and current GreenPath clients.
• Enter and update client data with accuracy and attention to detail.
• Schedule appointments for prospective clients with Financial Counselors.
• Triage incoming calls from existing clients and creditors, routing them appropriately.
• Professionally intake and review client complaints.
• Maintain strict confidentiality regarding client financial information.
• Perform role duties primarily while seated and using standard office equipment (phone and computer).

Benefits

• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed