Bilingual Client Success Specialist
About The Position
Join GreenPath, a mission-driven organization dedicated to empowering individuals to achieve financially healthy lives. As a Client Success Specialist (CSS), you will be instrumental in supporting clients enrolled in our Debt Management Program, guiding them towards their financial goals. This role offers an opportunity to expand your financial knowledge, including calculating percentages, understanding credit reporting, and analyzing financial documents. You will work in a fast-paced, multi-channel call center environment that values empathy, innovation, and teamwork. If you are passionate about providing excellent service and making a tangible difference, we encourage you to apply.
Requirements
- 2–3 years of customer service experience (call center preferred).
- A strong sense of professionalism is essential when 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.
- A private, enclosed room with a door for remote work.
- 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.
- Standard Broadband Internet: 200 Mbps minimum for a single‑person residence, 400 Mbps minimum for residences with 2+ people.
- Must be comfortable working in a structured, performance-driven environment.
Nice To Haves
- Bilingual (English/Spanish) preferred, but not required.
Responsibilities
- Provide top-tier support via phone to clients on our Debt Management Program.
- Handle back-to-back calls in a 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.
Benefits
- Growth and development opportunities.
- Supportive, inclusive, and collaborative work environment.
- Competitive compensation and benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
