Client Advocate

RDI Financial Wellness; Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a Client Advocate to join their mission-driven team. This remote opportunity requires exceptional customer service skills and the ability to manage high-volume calls. You will assist clients searching for financial wellness solutions, maintaining confidentiality while providing support. The position offers full-time hours with a starting pay of $15.00 to $17.57 per hour depending on location. Training begins April 6th, 2026, and is mandatory.

Qualifications

• Strong customer service skills, ideally in a fast-paced environment.
• U.S. Citizenship required due to contract requirements.
• Professionalism when interacting with clients experiencing financial stress.

Responsibilities

• Answer high-volume inbound calls from prospective clients.
• Provide excellent customer service to potential and current clients.
• Maintain strict confidentiality regarding client financial information.

Skills

Customer service skills

Ability to type 40 WPM at 80% accuracy

Professionalism and empathy

Excellent communication skills

Job description

Overview

Join Our Mission‑Driven Team as a Client Advocate. Location: Remote. Employment Type: Full-Time. Department: Client Services. Training Start Date: April 6th, 2026 (Training is mandatory).

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. If you’re empathetic, patient, and thrive in structured call center settings, this opportunity is a great fit.

What You’ll Do

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day; average 5 minutes per call). Delivering 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).

What You Bring

• Ability to type 40 WPM at 80% accuracy.
• Strong customer service skills, ideally in a fast‑paced environment. Call center experience preferred but not required.
• 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.
• 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.

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.

Starting Pay

– $15.00/hour for most locations up to $17.57/hour for higher‑cost markets (e.g., Los Angeles, CA). Based on where you are located.

Full‑Time Details

40 hours/week.

Work Schedule

• This role follows a Monday–Friday schedule, with occasional Saturday rotations (approximately every 6–8 weeks) based on business needs. Flexibility with weekend coverage is required.

EST: Mon–Thu: 1:00 PM – 10:00 PM & Fri: 11:00 AM – 8:00 PM

CST: Mon–Thu: 12:00 PM – 9:00 PM & Fri: 10:00 AM – 7:00 PM

MST: Mon–Thu: 11:00 AM – 8:00 PM & Fri: 9:00 AM – 6:00 PM

PST: Mon–Thu: 10:00 AM – 7:00 PM & Fri: 8:00 AM – 5:00 PM

Training

• Begins April 6th, 2026
• Mandatory, full‑time for approximately 8 business days
• 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.