Remote Client Success Specialist - Debt Management

GreenPath Financial Wellness; Farmington Hills (MI); A distancia; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

GreenPath Financial Wellness is hiring a Client Success Specialist to support clients enrolled in our Debt Management Program. You will engage in a fast-paced multi-channel call center, guiding clients through payments, accounts, and creditor communications with empathy and professionalism.

The role requires 2–3 years in customer service, strong communication, and comfort with basic financial calculations. Bilingual English/Spanish is a plus, and the team values integrity and collaboration.

Formación

• 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 CRM tools.
• Comfort with numbers and basic financial calculations; reviewing statements and due dates.

Responsabilidades

• Provide top-tier support via phone to clients on our Debt Management Program.
• Take 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.

Conocimientos

Customer Service

Call Center

Educación

Associate's degree

Bachelor’s degree substitution

Herramientas

CRM software

Windows OS

Descripción del empleo

GreenPath Financial Wellness is hiring a Client Success Specialist to support clients enrolled in our Debt Management Program. You will engage in a fast-paced multi-channel call center, guiding clients through payments, accounts, and creditor communications with empathy and professionalism.

The role requires 2–3 years in customer service, strong communication, and comfort with basic financial calculations. Bilingual English/Spanish is a plus, and the team values integrity and collaboration.