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Client Advocate

greenpath, inc. -
Traverse City, MI

Quick Apply

Job Details

Full-time
$15.00 - $17.57 an hour

Qualifications

Customer records maintenance
Financial services customer support
Confidential information handling
Email customer support
Serving clients
Phone communication
Service scheduling
Phone call screening
Financial assistance support services
Organizational skills
Typing
Phone triage
Communication skills
Email support
Entry level
Quality data entry
Under 1 year
Customer data entry

Full Job Description

Join Our Mission‑Driven Team as a Client Advocate

Location: Remote
Employment Type: Full-Time
Department: Client Services
Training Start Date: September 14th, 2026 (Training is mandatory)

About the Role:

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 someone who is empathetic, patient, and thrives 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 $17.57/hour for higher‑cost markets (e.g., Los Angeles, CA). Based on where you are located.

Additional Details

Full‑Time | 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 September 14th, 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.

Quick Apply

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