Remote Client Success Specialist – Financial Wellness

greenpath, inc.; Fairborn (OH); Remoto; USD 22.000 - 25.000; Tempo pieno

Descrizione del lavoro

GreenPath Financial Wellness is seeking a Client Success Specialist to support clients in our Debt Management Program. This remote, full-time role requires handling multi-channel calls, managing payments and creditor communications, and delivering exceptional service to help clients achieve financial goals.

Ideal candidates have 2–3 years in customer service, strong communication skills, and familiarity with Windows and CRM tools. A bilingual English/Spanish ability is a plus.

Competenze

• 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 Windows-based systems and CRM tools.
• Bilingual (English/Spanish) a plus.

Mansioni

• 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.

Conoscenze

Customer service

Call center

Bilingual

Formazione

Associate degree preferred

Bachelor's degree may substitute for experience

Strumenti

CRM software

Windows-based systems

Descrizione del lavoro

GreenPath Financial Wellness is seeking a Client Success Specialist to support clients in our Debt Management Program. This remote, full-time role requires handling multi-channel calls, managing payments and creditor communications, and delivering exceptional service to help clients achieve financial goals.

Ideal candidates have 2–3 years in customer service, strong communication skills, and familiarity with Windows and CRM tools. A bilingual English/Spanish ability is a plus.