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Bilingual Client Success Specialist

GreenPath Financial Wellness

Role overview

Qualifications

  • Bilingual (English/Spanish) preferred, but not required
  • 2–3 years of customer service experience (call center preferred)
  • Strong communication skills—empathetic, professional, and clear
  • Tech-savvy with experience in Windows-based systems and CRM tools

Responsibilities

  • Provide top-tier support via phone to clients on our Debt Management Program
  • Support client accounts and ensure seamless account management
  • Proactively review client accounts to identify and resolve issues
  • Encourage and motivate clients throughout their financial journey

Key facts

Hard skills

Client Services Microsoft Operating Systems Financial Calculations Call Center Experience

Other skills

  • Financial Literacy
  • Empathy
  • Communication
  • Customer Service
  • Teamwork
  • Professionalism
  • Problem Solving

About the company

GreenPath Financial Wellness logo

GreenPath Financial Wellness

Individual & Family Services

GreenPath is a national nonprofit that supports people's lifelong financial wellness. We have 60 years of experience in guiding people through financial crisis, and we're expanding to deliver a full spectrum of people-centered resources and tools for every step of the journey. Everyone deserves the chance to pursue their dreams. We empower people to make financial choices that support their goals. Headquartered in Farmington Hills, Michigan, we have branch offices throughout the United States. We deliver licensed services online, by phone, and in person. We are also a member of the National Foundation for Credit Counseling (NFCC). Call Us at 833-320-0195 or for more information visit: www.greenpath.org. For our licensing disclosures, visit www.greenpath.com/licensing-disclosure/

Company details

Company typeSME
IndustryIndividual & Family Services
Company size201 - 500

Links

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Job description

Join Our Mission-Driven Team as a Client Success Specialist 

Location: Remote  
Employment Type: Full-Time
Department: Client Services

Training Start Date: July 20th, 2026 (Training is mandatory)

Are you interested in personal finance and a meaningful career? Join us as a Client Success Specialist!

About the Role

At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

You’ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you’re passionate about delivering exceptional service and making a real difference, we want to hear from you!

🌟 Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

What You’ll Do

  • Provide top-tier support via phone to clients on our Debt Management Program. 
  • Taking 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 seamless client experience.
  •  Encourage and motivate clients throughout their financial journey.

 

What You Bring

  • Bilingual (English/Spanish) preferred, but not required.
  • 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.
                                           

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.

Internet Requirements- Standard Broadband Internet 

  • 200 Mbps minimum for a single‑person residence
  • 400 Mbps minimum for residences with 2+ people

💚 Why GreenPath?

• 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.


Additional Details

Work Schedule: Monday through Friday. Four days per week are scheduled from 9:00 AM – 6:00 PM local time, with one fixed late shift from 11:00 AM – 8:00 PM.
*Must be comfortable working in a structured, performance-driven environment.

  • Training:
      • Begins July 20th, 2026
    • Mandatory, full‑time for three weeks. Typically training is from 9 AM - 6 PM EASTERN Time.
      • After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?

Apply today and become part of a team committed to making a difference; one call at a time.

 

GreenPath, Inc. reserves the right to change this description at any time. GreenPath, Inc. practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, protected disability, marital status, familial status, veteran status, height, weight or citizenship.


Monday - Friday work schedule
Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.
*Must be comfortable working in a structured, performance-driven environment.
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