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greenpath, inc.
Client Success Specialist
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$50,135 / year median in the U.S.
-6% projected decline
Job Description
Join Our Mission-Driven Team as a
Client Success Specialist Location:
Remote Employment Type:
Full-Time Department:
Client Services Training Start Date:
August 31st, 2026 (Training is mandatory) 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 2-3 years of customer service experience (call center preferred). Associate's degree preferred; Bachelor's degree may substitute for experience. 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. Bilingual (English/Spanish) a plus! 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?
- 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.
Training:
Begins October 5th, 2026 Mandatory, full‑time for three weeks. Typically training is from 10 AM- 7 PM EASTERN Time.
Benefits
- Dental Insurance