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GreenPath

Bilingual Client Success Specialist

GreenPath

Client Success Specialist in a remote position supporting clients' financial wellness through a Debt Management Program. Engaging with customers via phone and fostering their financial journeys.

Posted 4/17/2026full-timeRemote • Missouri • 🇺🇸 United StatesJuniorMid-Level💰 $17 - $18 per hourWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • Bilingual (English/Spanish) preferred, but not required
  • 2–3 years of customer service experience (call center preferred)
  • Associate’s degree preferred; Bachelor’s degree may substitute for experience
  • 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 strong sense of professionalism is essential when supporting clients through sensitive financial situations.
  • 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.

Benefits

Comp & perks
  • Competitive compensation and benefits
  • Growth and development opportunities
  • Supportive, inclusive, and collaborative work environment
  • A mission‑driven organization with over 60 years of impact in financial wellness.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
customer servicefinancial calculationsaccount managementproposal managementpayment processingcreditor communicationsrecord keepingcompliancecall center experiencebilingual
Soft Skills
communicationempathyprofessionalismmotivationcollaborationproblem-solvingattention to detailorganizational skillsclient supportadaptability
Certifications
Associate’s degreeBachelor’s degree