Client Advocate
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Job Description
Client Advocate providing first contact for individuals seeking financial support through GreenPath's services. Engaging with clients and providing exceptional customer service while handling a high volume of calls.
Responsibilities:
- Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call)
- 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)
Requirements:
- Ability to type 40 WPM at 80% accuracy
- Strong customer service skills, ideally in a fast‑paced environment
- 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)
Benefits:
- Competitive compensation and benefits
- Growth and development opportunities
- Supportive, inclusive, and collaborative work environment
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