About this role

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)

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)

Client Advocate

Key skills