Client Advocate

About the role

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.

Responsibilities

• Answer high-volume inbound calls from prospective clients (typically 80–100 calls per day, average 5 minutes per call).
• Deliver timely email support while managing and completing assigned tasks.
• 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).

Requirements

• Ability to type 40 WPM at 80% accuracy.
• Strong customer service skills, ideally in a fast-paced environment.
• 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.

Qualifications

• U.S. Citizenship (required due to contract requirements).
• Remote Work From Home 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.

Benefits

• Starting Pay – $15.00/hour for most locations up to $17.57/hour for higher-cost markets (e.g., Los Angeles, CA).

Pay

• Starting Pay – $15.00/hour for most locations up to $17.57/hour for higher-cost markets (e.g., Los Angeles, CA).

Schedule

• Full-Time | 40 hours/week
• Work Schedule: Monday–Friday, with occasional Saturday rotations (approximately every 6–8 weeks) based on business needs.
• Flexibility with weekend coverage is required.